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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 | $42,126 | $159,934-73.7% | $147,005-71.3% | $145,959-71.1% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 11.96% | 98.24%-86.3pp | 418.76%-406.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $1,998 | $5,287-62.2% | $4,934-59.5% | $4,661-57.1% |
| Participant deferral / active EE | $4,105 | $8,427-51.3% | $8,070-49.1% | $6,689-38.6% |
| Admin fee / account holder | $2,828 | $15,053-81.2% | $13,006-78.3% | $13,398-78.9% |