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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 | $67,016 | $175,259-61.8% | $149,723-55.2% | $139,487-52.0% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 12.66% | 166.82%-154.2pp | 134.50%-121.8pp | 373.84%-361.2pp |
| Employer contribution / active EE | $2,424 | $5,478-55.8% | $4,821-49.7% | $4,755-49.0% |
| Participant deferral / active EE | $4,358 | $6,522-33.2% | $5,682-23.3% | $6,713-35.1% |
| Admin fee / account holder | $1,125 | $16,158-93.0% | $13,215-91.5% | $11,407-90.1% |