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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 | $52,781 | $102,595-48.6% | $94,057-43.9% | $154,746-65.9% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 14.42% | 583.42%-569.0pp | 480.62%-466.2pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,399 | $3,147-55.5% | $2,933-52.3% | $4,379-68.0% |
| Participant deferral / active EE | $3,722 | $5,118-27.3% | $4,709-21.0% | $6,730-44.7% |
| Admin fee / account holder | $2,096 | $7,736-72.9% | $7,244-71.1% | $14,365-85.4% |