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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 | $39,111 | $150,435-74.0% | $120,580-67.6% | $145,897-73.2% |
| Participation rate | 81.0% | 78.8%+2.1pp | 72.0%+9.0pp | 80.3%+0.6pp |
| Annual return | 12.11% | 154.60%-142.5pp | 107.48%-95.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $2,907 | $4,352-33.2% | $3,469-16.2% | $4,663-37.6% |
| Participant deferral / active EE | $3,650 | $6,174-40.9% | $4,995-26.9% | $6,689-45.4% |
| Admin fee / account holder | $315 | $12,182-97.4% | $9,418-96.7% | $13,390-97.6% |