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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 | $58,418 | $102,382-42.9% | $147,005-60.3% | $80,874-27.8% |
| Participation rate | 75.4% | 75.8%-0.4pp | 82.2%-6.7pp | 67.6%+7.8pp |
| Annual return | 13.99% | 134.89%-120.9pp | 418.76%-404.8pp | 35.62%-21.6pp |
| Employer contribution / active EE | $3,154 | $3,715-15.1% | $4,934-36.1% | $2,756+14.4% |
| Participant deferral / active EE | $6,342 | $6,646-4.6% | $8,070-21.4% | $4,297+47.6% |
| Admin fee / account holder | $11,996 | $7,942+51.0% | $13,006-7.8% | $6,935+73.0% |