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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 | $42,342 | $160,040-73.5% | $147,096-71.2% | $145,877-71.0% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 11.88% | 98.49%-86.6pp | 419.75%-407.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $2,607 | $5,289-50.7% | $4,936-47.2% | $4,663-44.1% |
| Participant deferral / active EE | $5,025 | $8,429-40.4% | $8,071-37.7% | $6,691-24.9% |
| Admin fee / account holder | $550 | $15,050-96.3% | $13,005-95.8% | $13,402-95.9% |