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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 | $73,030 | $102,429-28.7% | $147,096-50.4% | $80,925-9.8% |
| Participation rate | 70.4% | 75.9%-5.5pp | 82.2%-11.8pp | 67.7%+2.7pp |
| Annual return | 14.89% | 135.02%-120.1pp | 419.75%-404.9pp | 35.65%-20.8pp |
| Employer contribution / active EE | $4,077 | $3,716+9.7% | $4,936-17.4% | $2,756+47.9% |
| Participant deferral / active EE | $11,279 | $6,649+69.6% | $8,071+39.7% | $4,299+162.4% |
| Admin fee / account holder | $32,298 | $7,957+305.9% | $13,005+148.3% | $6,940+365.4% |