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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 | $46,420 | $109,908-57.8% | $97,161-52.2% | $145,978-68.2% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 11.51% | 243.80%-232.3pp | 75.36%-63.9pp | 550.52%-539.0pp |
| Employer contribution / active EE | $1,339 | $3,077-56.5% | $2,723-50.8% | $4,662-71.3% |
| Participant deferral / active EE | $3,348 | $4,679-28.4% | $4,265-21.5% | $6,690-50.0% |
| Admin fee / account holder | $1,268 | $6,213-79.6% | $5,647-77.5% | $13,400-90.5% |