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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 | $61,834 | $105,198-41.2% | $159,455-61.2% | $85,856-28.0% |
| Participation rate | 72.9% | 75.8%-2.9pp | 82.8%-9.9pp | 69.3%+3.6pp |
| Annual return | 43.74% | 45.08%-1.3pp | 263.63%-219.9pp | 318.58%-274.8pp |
| Employer contribution / active EE | $3,517 | $3,319+6.0% | $4,830-27.2% | $2,565+37.1% |
| Participant deferral / active EE | $9,460 | $5,946+59.1% | $7,353+28.7% | $3,952+139.4% |
| Admin fee / account holder | $18,583 | $6,934+168.0% | $10,800+72.1% | $6,261+196.8% |