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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 | $66,317 | $111,878-40.7% | $93,727-29.2% | $145,897-54.5% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 13.13% | 204.28%-191.1pp | 133.83%-120.7pp | 552.29%-539.2pp |
| Employer contribution / active EE | $1,955 | $3,092-36.8% | $2,421-19.3% | $4,663-58.1% |
| Participant deferral / active EE | $2,932 | $4,920-40.4% | $4,417-33.6% | $6,689-56.2% |
| Admin fee / account holder | $2,302 | $10,256-77.6% | $8,292-72.2% | $13,390-82.8% |