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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 | $52,347 | $159,934-67.3% | $147,005-64.4% | $145,959-64.1% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 14.39% | 98.24%-83.9pp | 418.76%-404.4pp | 561.95%-547.6pp |
| Employer contribution / active EE | $2,919 | $5,287-44.8% | $4,934-40.9% | $4,661-37.4% |
| Participant deferral / active EE | $7,089 | $8,427-15.9% | $8,070-12.2% | $6,689+6.0% |
| Admin fee / account holder | $917 | $15,053-93.9% | $13,006-93.0% | $13,398-93.2% |