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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 | $55,193 | $56,431-2.2% | $130,788-57.8% | $87,485-36.9% |
| Participation rate | 78.8% | 58.9%+19.9pp | 70.1%+8.7pp | 68.9%+9.9pp |
| Annual return | 18.29% | 91.27%-73.0pp | 386.44%-368.1pp | 26.06%-7.8pp |
| Employer contribution / active EE | $2,410 | $1,549+55.6% | $3,558-32.3% | $2,596-7.2% |
| Participant deferral / active EE | $4,551 | $2,749+65.5% | $4,137+10.0% | $4,274+6.5% |
| Admin fee / account holder | $15,865 | $4,433+257.9% | $6,673+137.8% | $7,775+104.1% |