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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 | $66,679 | $102,393-34.9% | $147,041-54.7% | $80,911-17.6% |
| Participation rate | 70.6% | 75.9%-5.3pp | 82.2%-11.6pp | 67.6%+2.9pp |
| Annual return | 18.98% | 134.95%-116.0pp | 419.21%-400.2pp | 35.63%-16.6pp |
| Employer contribution / active EE | $2,260 | $3,715-39.2% | $4,935-54.2% | $2,756-18.0% |
| Participant deferral / active EE | $6,308 | $6,647-5.1% | $8,071-21.8% | $4,297+46.8% |
| Admin fee / account holder | $12,208 | $7,943+53.7% | $13,006-6.1% | $6,935+76.0% |