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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 | $43,147 | $144,130-70.1% | $117,861-63.4% | $147,586-70.8% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 15.74% | 531.20%-515.5pp | 335.11%-319.4pp | 578.59%-562.9pp |
| Employer contribution / active EE | $3,227 | $4,897-34.1% | $3,786-14.8% | $4,876-33.8% |
| Participant deferral / active EE | $8,864 | $5,316+66.7% | $4,482+97.8% | $5,439+63.0% |
| Admin fee / account holder | $8,582 | $10,887-21.2% | $8,021+7.0% | $10,886-21.2% |