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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 | $139,256 | $160,028-13.0% | $147,080-5.3% | $145,884-4.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 18.79% | 98.60%-79.8pp | 420.17%-401.4pp | 551.85%-533.1pp |
| Employer contribution / active EE | $2,059 | $5,286-61.1% | $4,933-58.3% | $4,662-55.8% |
| Participant deferral / active EE | $4,564 | $8,422-45.8% | $8,066-43.4% | $6,690-31.8% |
| Admin fee / account holder | $1,895 | $15,030-87.4% | $12,989-85.4% | $13,392-85.8% |