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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 | $63,266 | $183,539-65.5% | $155,556-59.3% | $145,897-56.6% |
| Participation rate | 87.0% | 82.7%+4.2pp | 78.2%+8.7pp | 80.3%+6.7pp |
| Annual return | 16.68% | 61.31%-44.6pp | 64.84%-48.2pp | 552.29%-535.6pp |
| Employer contribution / active EE | $1,467 | $5,315-72.4% | $4,675-68.6% | $4,663-68.5% |
| Participant deferral / active EE | $4,538 | $6,467-29.8% | $5,631-19.4% | $6,689-32.2% |
| Admin fee / account holder | $27,898 | $19,275+44.7% | $15,885+75.6% | $13,390+108.3% |