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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 | $54,194 | $112,121-51.7% | $95,960-43.5% | $158,966-65.9% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+8.9pp |
| Annual return | 11.77% | 171.16%-159.4pp | 91.63%-79.9pp | 302.95%-291.2pp |
| Employer contribution / active EE | $1,617 | $3,199-49.4% | $2,541-36.4% | $4,762-66.0% |
| Participant deferral / active EE | $3,441 | $4,784-28.1% | $4,167-17.4% | $5,983-42.5% |
| Admin fee / account holder | $1,100 | $10,135-89.1% | $6,797-83.8% | $11,250-90.2% |