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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 | $73,377 | $86,298-15.0% | $111,308-34.1% | $85,847-14.5% |
| Participation rate | 72.4% | 73.3%-0.9pp | 77.3%-4.9pp | 69.3%+3.1pp |
| Annual return | 11.02% | 19.99%-9.0pp | 54.67%-43.6pp | 318.61%-307.6pp |
| Employer contribution / active EE | $1,171 | $2,044-42.7% | $2,732-57.1% | $2,565-54.3% |
| Participant deferral / active EE | $1,841 | $3,641-49.4% | $4,487-59.0% | $3,952-53.4% |
| Admin fee / account holder | $51,500 | $8,189+528.9% | $7,965+546.6% | $6,261+722.6% |