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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 | $30,366 | $183,539-83.5% | $155,556-80.5% | $145,897-79.2% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 9.41% | 61.31%-51.9pp | 64.84%-55.4pp | 552.29%-542.9pp |
| Employer contribution / active EE | $1,091 | $5,315-79.5% | $4,675-76.7% | $4,663-76.6% |
| Participant deferral / active EE | $2,019 | $6,467-68.8% | $5,631-64.1% | $6,689-69.8% |
| Admin fee / account holder | $10,502 | $19,275-45.5% | $15,885-33.9% | $13,390-21.6% |