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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 | $24,507 | $160,040-84.7% | $147,096-83.3% | $145,877-83.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 28.62% | 98.49%-69.9pp | 419.75%-391.1pp | 551.28%-522.7pp |
| Employer contribution / active EE | $3,161 | $5,289-40.2% | $4,936-36.0% | $4,663-32.2% |
| Participant deferral / active EE | $6,368 | $8,429-24.4% | $8,071-21.1% | $6,691-4.8% |
| Admin fee / account holder | $1,040 | $15,050-93.1% | $13,005-92.0% | $13,402-92.2% |