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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 | $35,085 | $160,028-78.1% | $147,080-76.1% | $145,884-75.9% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.0pp | 80.3%+3.9pp |
| Annual return | 11.67% | 98.60%-86.9pp | 420.17%-408.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $2,339 | $5,286-55.7% | $4,933-52.6% | $4,662-49.8% |
| Participant deferral / active EE | $3,637 | $8,422-56.8% | $8,066-54.9% | $6,690-45.6% |
| Admin fee / account holder | $637 | $15,030-95.8% | $12,989-95.1% | $13,392-95.2% |