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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 | $32,532 | $226,135-85.6% | $182,558-82.2% | $152,909-78.7% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.5%-2.5pp |
| Annual return | 23.47% | 192.60%-169.1pp | 148.59%-125.1pp | 345.46%-322.0pp |
| Employer contribution / active EE | $1,048 | $4,979-79.0% | $4,076-74.3% | $4,764-78.0% |
| Participant deferral / active EE | $3,056 | $6,371-52.0% | $5,526-44.7% | $5,851-47.8% |
| Admin fee / account holder | $410 | $10,707-96.2% | $8,594-95.2% | $11,601-96.5% |