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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 | $35,272 | $118,877-70.3% | $96,570-63.5% | $167,536-78.9% |
| Participation rate | 84.6% | 75.5%+9.1pp | 69.8%+14.8pp | 82.1%+2.5pp |
| Annual return | 13.60% | 50.50%-36.9pp | 37.79%-24.2pp | 478.82%-465.2pp |
| Employer contribution / active EE | $1,807 | $3,121-42.1% | $2,357-23.3% | $4,839-62.7% |
| Participant deferral / active EE | $5,035 | $4,617+9.1% | $3,849+30.8% | $6,342-20.6% |
| Admin fee / account holder | $740 | $8,069-90.8% | $6,182-88.0% | $12,315-94.0% |