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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 | $62,765 | $103,008-39.1% | $90,304-30.5% | $152,897-58.9% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 35.91% | 95.22%-59.3pp | 78.13%-42.2pp | 345.43%-309.5pp |
| Employer contribution / active EE | $3,363 | $3,139+7.1% | $2,855+17.8% | $4,764-29.4% |
| Participant deferral / active EE | $17,529 | $4,281+309.4% | $3,885+351.2% | $5,851+199.6% |
| Admin fee / account holder | $434 | $6,175-93.0% | $5,354-91.9% | $11,599-96.3% |