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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 | $31,826 | $150,412-78.8% | $120,574-73.6% | $145,884-78.2% |
| Participation rate | 83.3% | 78.8%+4.5pp | 71.9%+11.4pp | 80.3%+3.0pp |
| Annual return | 18.63% | 154.50%-135.9pp | 107.42%-88.8pp | 551.85%-533.2pp |
| Employer contribution / active EE | $1,605 | $4,355-63.1% | $3,471-53.7% | $4,662-65.6% |
| Participant deferral / active EE | $2,010 | $6,175-67.4% | $4,996-59.8% | $6,690-69.9% |
| Admin fee / account holder | $1,555 | $12,224-87.3% | $9,445-83.5% | $13,392-88.4% |