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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 | $64,641 | $150,435-57.0% | $120,580-46.4% | $145,897-55.7% |
| Participation rate | 81.8% | 78.8%+3.0pp | 72.0%+9.9pp | 80.3%+1.5pp |
| Annual return | 11.34% | 154.60%-143.3pp | 107.48%-96.1pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,598 | $4,352-63.3% | $3,469-53.9% | $4,663-65.7% |
| Participant deferral / active EE | $3,703 | $6,174-40.0% | $4,995-25.9% | $6,689-44.6% |
| Admin fee / account holder | $5,047 | $12,182-58.6% | $9,418-46.4% | $13,390-62.3% |