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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 | $46,608 | $209,422-77.7% | $178,503-73.9% | $158,982-70.7% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 11.02% | 188.81%-177.8pp | 151.12%-140.1pp | 302.99%-292.0pp |
| Employer contribution / active EE | $1,898 | $5,707-66.7% | $5,011-62.1% | $4,763-60.2% |
| Participant deferral / active EE | $3,553 | $5,955-40.3% | $5,202-31.7% | $5,983-40.6% |
| Admin fee / account holder | $7,169 | $17,079-58.0% | $13,987-48.7% | $11,252-36.3% |