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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 | $34,804 | $175,259-80.1% | $149,723-76.8% | $139,487-75.0% |
| Participation rate | 81.0% | 83.4%-2.4pp | 78.8%+2.2pp | 80.3%+0.6pp |
| Annual return | 12.90% | 166.82%-153.9pp | 134.50%-121.6pp | 373.84%-360.9pp |
| Employer contribution / active EE | $2,363 | $5,478-56.9% | $4,821-51.0% | $4,755-50.3% |
| Participant deferral / active EE | $4,073 | $6,522-37.6% | $5,682-28.3% | $6,713-39.3% |
| Admin fee / account holder | $1,691 | $16,158-89.5% | $13,215-87.2% | $11,407-85.2% |