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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 | $38,505 | $102,429-62.4% | $147,096-73.8% | $80,925-52.4% |
| Participation rate | 70.2% | 75.9%-5.7pp | 82.2%-12.0pp | 67.7%+2.5pp |
| Annual return | 19.55% | 135.02%-115.5pp | 419.75%-400.2pp | 35.65%-16.1pp |
| Employer contribution / active EE | $3,173 | $3,716-14.6% | $4,936-35.7% | $2,756+15.1% |
| Participant deferral / active EE | $5,540 | $6,649-16.7% | $8,071-31.4% | $4,299+28.9% |
| Admin fee / account holder | $2,816 | $7,957-64.6% | $13,005-78.3% | $6,940-59.4% |