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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 | $60,528 | $111,785-45.9% | $93,669-35.4% | $145,877-58.5% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.6pp |
| Annual return | 13.40% | 203.79%-190.4pp | 133.59%-120.2pp | 551.28%-537.9pp |
| Employer contribution / active EE | $2,267 | $3,096-26.8% | $2,424-6.5% | $4,663-51.4% |
| Participant deferral / active EE | $2,721 | $4,919-44.7% | $4,416-38.4% | $6,691-59.3% |
| Admin fee / account holder | $784 | $10,256-92.4% | $8,291-90.5% | $13,402-94.2% |