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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 | $38,678 | $208,088-81.4% | $186,193-79.2% | $154,746-75.0% |
| Participation rate | 92.9% | 80.0%+12.9pp | 77.1%+15.7pp | 80.7%+12.2pp |
| Annual return | 20.09% | 89.97%-69.9pp | 78.03%-57.9pp | 172.34%-152.2pp |
| Employer contribution / active EE | $3,604 | $4,340-17.0% | $3,918-8.0% | $4,379-17.7% |
| Participant deferral / active EE | $3,659 | $7,078-48.3% | $6,513-43.8% | $6,730-45.6% |
| Admin fee / account holder | $682 | $11,698-94.2% | $11,058-93.8% | $14,365-95.3% |