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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 | $48,004 | $99,995-52.0% | $85,063-43.6% | $145,978-67.1% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 17.83% | 83.99%-66.2pp | 66.54%-48.7pp | 550.52%-532.7pp |
| Employer contribution / active EE | $1,328 | $3,231-58.9% | $2,727-51.3% | $4,662-71.5% |
| Participant deferral / active EE | $2,190 | $5,295-58.6% | $4,523-51.6% | $6,690-67.3% |
| Admin fee / account holder | $14,487 | $7,255+99.7% | $6,155+135.4% | $13,400+8.1% |