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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 | $45,004 | $160,028-71.9% | $147,080-69.4% | $145,884-69.2% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 13.16% | 98.60%-85.4pp | 420.17%-407.0pp | 551.85%-538.7pp |
| Employer contribution / active EE | $4,310 | $5,286-18.5% | $4,933-12.6% | $4,662-7.6% |
| Participant deferral / active EE | $8,882 | $8,422+5.5% | $8,066+10.1% | $6,690+32.8% |
| Admin fee / account holder | $34,969 | $15,030+132.7% | $12,989+169.2% | $13,392+161.1% |