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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 | $24,050 | $99,921-75.9% | $85,009-71.7% | $145,959-83.5% |
| Participation rate | 72.2% | 74.1%-1.9pp | 67.5%+4.7pp | 80.3%-8.1pp |
| Annual return | 15.74% | 83.89%-68.1pp | 66.47%-50.7pp | 561.95%-546.2pp |
| Employer contribution / active EE | $3,555 | $3,233+10.0% | $2,728+30.3% | $4,661-23.7% |
| Participant deferral / active EE | $5,954 | $5,293+12.5% | $4,522+31.7% | $6,689-11.0% |
| Admin fee / account holder | $1,819 | $7,252-74.9% | $6,153-70.4% | $13,398-86.4% |