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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 | $47,486 | $73,546-35.4% | $63,018-24.6% | $147,586-67.8% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.8%-4.8pp | 82.8%-12.8pp |
| Annual return | 16.07% | 175.56%-159.5pp | 87.62%-71.6pp | 578.59%-562.5pp |
| Employer contribution / active EE | $1,624 | $3,324-51.1% | $2,761-41.2% | $4,876-66.7% |
| Participant deferral / active EE | $2,710 | $4,185-35.2% | $3,330-18.6% | $5,439-50.2% |
| Admin fee / account holder | $4,150 | $5,956-30.3% | $3,601+15.3% | $10,886-61.9% |