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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 | $77,539 | $102,422-24.3% | $147,117-47.3% | $80,959-4.2% |
| Participation rate | 70.0% | 75.9%-5.9pp | 82.2%-12.2pp | 67.7%+2.3pp |
| Annual return | 17.33% | 135.16%-117.8pp | 420.54%-403.2pp | 35.67%-18.3pp |
| Employer contribution / active EE | $3,603 | $3,717-3.1% | $4,932-27.0% | $2,757+30.7% |
| Participant deferral / active EE | $9,080 | $6,652+36.5% | $8,065+12.6% | $4,300+111.1% |
| Admin fee / account holder | $17,450 | $7,953+119.4% | $12,993+34.3% | $6,925+152.0% |