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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 | $56,745 | $102,382-44.6% | $147,005-61.4% | $80,874-29.8% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 13.50% | 134.89%-121.4pp | 418.76%-405.3pp | 35.62%-22.1pp |
| Employer contribution / active EE | $5,263 | $3,715+41.7% | $4,934+6.7% | $2,756+91.0% |
| Participant deferral / active EE | $5,860 | $6,646-11.8% | $8,070-27.4% | $4,297+36.4% |
| Admin fee / account holder | $1,006 | $7,942-87.3% | $13,006-92.3% | $6,935-85.5% |