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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 | $33,002 | $176,105-81.3% | $159,474-79.3% | $167,536-80.3% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 889.95% | 331.91%+558.0pp | 263.68%+626.3pp | 478.82%+411.1pp |
| Employer contribution / active EE | $2,121 | $5,299-60.0% | $4,831-56.1% | $4,839-56.2% |
| Participant deferral / active EE | $4,057 | $7,751-47.7% | $7,353-44.8% | $6,342-36.0% |
| Admin fee / account holder | $925 | $12,559-92.6% | $10,802-91.4% | $12,315-92.5% |