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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 | $43,504 | $150,435-71.1% | $120,580-63.9% | $145,897-70.2% |
| Participation rate | 75.0% | 78.8%-3.8pp | 72.0%+3.0pp | 80.3%-5.3pp |
| Annual return | 11.42% | 154.60%-143.2pp | 107.48%-96.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,122 | $4,352-74.2% | $3,469-67.7% | $4,663-75.9% |
| Participant deferral / active EE | $2,787 | $6,174-54.9% | $4,995-44.2% | $6,689-58.3% |
| Admin fee / account holder | $12,187 | $12,1820% | $9,418+29.4% | $13,390-9.0% |