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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 | $42,749 | $115,810-63.1% | $101,271-57.8% | $158,966-73.1% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 13.93% | 56.15%-42.2pp | 46.48%-32.6pp | 302.95%-289.0pp |
| Employer contribution / active EE | $1,596 | $4,175-61.8% | $3,660-56.4% | $4,762-66.5% |
| Participant deferral / active EE | $3,151 | $4,958-36.4% | $4,371-27.9% | $5,983-47.3% |
| Admin fee / account holder | $55,840 | $7,248+670.4% | $5,948+838.9% | $11,250+396.4% |