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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 | $94,590 | $102,422-7.6% | $147,117-35.7% | $80,959+16.8% |
| Participation rate | 78.1% | 75.9%+2.3pp | 82.2%-4.1pp | 67.7%+10.5pp |
| Annual return | 18.96% | 135.16%-116.2pp | 420.54%-401.6pp | 35.67%-16.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,713 | $6,652+91.1% | $8,065+57.6% | $4,300+195.6% |
| Admin fee / account holder | $6,650 | $7,953-16.4% | $12,993-48.8% | $6,925-4.0% |