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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 | $66,416 | $144,124-53.9% | $117,857-43.6% | $147,585-55.0% |
| Participation rate | 81.0% | 83.4%-2.5pp | 79.7%+1.3pp | 82.8%-1.9pp |
| Annual return | 13.16% | 531.17%-518.0pp | 335.09%-321.9pp | 578.57%-565.4pp |
| Employer contribution / active EE | $1,437 | $4,897-70.6% | $3,786-62.0% | $4,876-70.5% |
| Participant deferral / active EE | $3,277 | $5,316-38.4% | $4,482-26.9% | $5,439-39.7% |
| Admin fee / account holder | $2,240 | $10,886-79.4% | $8,020-72.1% | $10,885-79.4% |