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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 | $22,282 | $90,614-75.4% | $76,089-70.7% | $145,877-84.7% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.1%+0.9pp | 80.3%-10.3pp |
| Annual return | 12.90% | 623.80%-610.9pp | 360.94%-348.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,197 | $3,324-64.0% | $2,690-55.5% | $4,663-74.3% |
| Participant deferral / active EE | $1,359 | $5,168-73.7% | $4,259-68.1% | $6,691-79.7% |
| Admin fee / account holder | $7,136 | $8,376-14.8% | $6,418+11.2% | $13,402-46.8% |