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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,739 | $113,338-49.1% | $94,993-39.2% | $147,586-60.9% |
| Participation rate | 78.6% | 78.0%+0.6pp | 73.9%+4.7pp | 82.8%-4.3pp |
| Annual return | 12.19% | 20.80%-8.6pp | 27.14%-15.0pp | 578.59%-566.4pp |
| Employer contribution / active EE | $1,435 | $3,160-54.6% | $2,603-44.9% | $4,876-70.6% |
| Participant deferral / active EE | $10,104 | $3,777+167.5% | $3,317+204.6% | $5,439+85.8% |
| Admin fee / account holder | $83,426 | $6,063+1276.1% | $4,960+1581.9% | $10,886+666.4% |