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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 | $94,712 | $159,978-40.8% | $147,041-35.6% | $145,978-35.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 12.27% | 98.36%-86.1pp | 419.21%-406.9pp | 550.52%-538.3pp |
| Employer contribution / active EE | $1,769 | $5,288-66.5% | $4,935-64.2% | $4,662-62.1% |
| Participant deferral / active EE | $4,739 | $8,429-43.8% | $8,071-41.3% | $6,690-29.2% |
| Admin fee / account holder | $2,988 | $15,053-80.2% | $13,006-77.0% | $13,400-77.7% |