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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 | $36,049 | $209,888-82.8% | $189,545-81.0% | $167,553-78.5% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 16.82% | 748.66%-731.8pp | 555.36%-538.5pp | 478.89%-462.1pp |
| Employer contribution / active EE | $2,879 | $6,915-58.4% | $6,162-53.3% | $4,840-40.5% |
| Participant deferral / active EE | $8,456 | $8,934-5.4% | $8,220+2.9% | $6,343+33.3% |
| Admin fee / account holder | $1,154 | $14,300-91.9% | $12,049-90.4% | $12,316-90.6% |