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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 | $42,655 | $110,629-61.4% | $80,784-47.2% | $167,553-74.5% |
| Participation rate | 81.8% | 64.0%+17.9pp | 54.2%+27.7pp | 82.1%-0.3pp |
| Annual return | 14.43% | 120.58%-106.2pp | 87.31%-72.9pp | 478.89%-464.5pp |
| Employer contribution / active EE | $1,889 | $1,543+22.4% | $1,160+62.8% | $4,840-61.0% |
| Participant deferral / active EE | $6,597 | $2,871+129.8% | $2,145+207.5% | $6,343+4.0% |
| Admin fee / account holder | $8,262 | $4,547+81.7% | $3,380+144.4% | $12,316-32.9% |