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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 | $44,490 | $208,088-78.6% | $186,193-76.1% | $154,746-71.2% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.1%+11.8pp | 80.7%+8.2pp |
| Annual return | 14.71% | 89.97%-75.3pp | 78.03%-63.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,413 | $4,340-67.5% | $3,918-63.9% | $4,379-67.7% |
| Participant deferral / active EE | $3,349 | $7,078-52.7% | $6,513-48.6% | $6,730-50.2% |
| Admin fee / account holder | $658 | $11,698-94.4% | $11,058-94.1% | $14,365-95.4% |