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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 | $36,513 | $95,664-61.8% | $76,902-52.5% | $139,487-73.8% |
| Participation rate | 90.0% | 74.0%+16.0pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 23.33% | 55.03%-31.7pp | 37.91%-14.6pp | 373.84%-350.5pp |
| Employer contribution / active EE | $4,133 | $3,147+31.3% | $2,534+63.1% | $4,755-13.1% |
| Participant deferral / active EE | $1,582 | $4,626-65.8% | $3,833-58.7% | $6,713-76.4% |
| Admin fee / account holder | $313 | $8,311-96.2% | $5,479-94.3% | $11,407-97.3% |