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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 | $76,457 | $160,040-52.2% | $147,096-48.0% | $145,877-47.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 13.22% | 98.49%-85.3pp | 419.75%-406.5pp | 551.28%-538.1pp |
| Employer contribution / active EE | $3,268 | $5,289-38.2% | $4,936-33.8% | $4,663-29.9% |
| Participant deferral / active EE | $4,656 | $8,429-44.8% | $8,071-42.3% | $6,691-30.4% |
| Admin fee / account holder | $3,434 | $15,050-77.2% | $13,005-73.6% | $13,402-74.4% |