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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 | $32,275 | $148,558-78.3% | $135,925-76.3% | $139,427-76.9% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 18.50% | 79.22%-60.7pp | 68.25%-49.8pp | 373.27%-354.8pp |
| Employer contribution / active EE | $2,998 | $5,244-42.8% | $4,857-38.3% | $4,752-36.9% |
| Participant deferral / active EE | $4,705 | $8,101-41.9% | $7,759-39.4% | $6,711-29.9% |
| Admin fee / account holder | $1,553 | $12,401-87.5% | $10,764-85.6% | $11,404-86.4% |