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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 | $62,160 | $112,121-44.6% | $95,960-35.2% | $158,966-60.9% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 10.14% | 171.16%-161.0pp | 91.63%-81.5pp | 302.95%-292.8pp |
| Employer contribution / active EE | $1,732 | $3,199-45.9% | $2,541-31.9% | $4,762-63.6% |
| Participant deferral / active EE | $3,286 | $4,784-31.3% | $4,167-21.1% | $5,983-45.1% |
| Admin fee / account holder | $23,358 | $10,135+130.5% | $6,797+243.6% | $11,250+107.6% |