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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 | $52,566 | $102,422-48.7% | $147,117-64.3% | $80,959-35.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 82.2%-7.2pp | 67.7%+7.3pp |
| Annual return | 14.00% | 135.16%-121.2pp | 420.54%-406.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $6,048 | $3,717+62.7% | $4,932+22.6% | $2,757+119.3% |
| Participant deferral / active EE | $12,369 | $6,652+85.9% | $8,065+53.4% | $4,300+187.6% |
| Admin fee / account holder | $10,588 | $7,953+33.1% | $12,993-18.5% | $6,925+52.9% |