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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 | $38,797 | $175,259-77.9% | $149,723-74.1% | $139,487-72.2% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.4pp | 80.3%-8.9pp |
| Annual return | 13.86% | 166.82%-153.0pp | 134.50%-120.6pp | 373.84%-360.0pp |
| Employer contribution / active EE | $1,838 | $5,478-66.4% | $4,821-61.9% | $4,755-61.3% |
| Participant deferral / active EE | $3,786 | $6,522-41.9% | $5,682-33.4% | $6,713-43.6% |
| Admin fee / account holder | $3,243 | $16,158-79.9% | $13,215-75.5% | $11,407-71.6% |