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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 | $84,556 | $160,070-47.2% | $147,117-42.5% | $145,897-42.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.51% | 98.69%-86.2pp | 420.54%-408.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $2,220 | $5,285-58.0% | $4,932-55.0% | $4,663-52.4% |
| Participant deferral / active EE | $8,196 | $8,419-2.7% | $8,065+1.6% | $6,689+22.5% |
| Admin fee / account holder | $5,576 | $15,035-62.9% | $12,993-57.1% | $13,390-58.4% |