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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 | $38,370 | $102,393-62.5% | $147,041-73.9% | $80,911-52.6% |
| Participation rate | 81.8% | 75.9%+6.0pp | 82.2%-0.4pp | 67.6%+14.2pp |
| Annual return | 20.21% | 134.95%-114.7pp | 419.21%-399.0pp | 35.63%-15.4pp |
| Employer contribution / active EE | $4,893 | $3,715+31.7% | $4,935-0.8% | $2,756+77.6% |
| Participant deferral / active EE | $5,741 | $6,647-13.6% | $8,071-28.9% | $4,297+33.6% |
| Admin fee / account holder | $459 | $7,943-94.2% | $13,006-96.5% | $6,935-93.4% |