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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 | $42,998 | $160,040-73.1% | $147,096-70.8% | $145,877-70.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 14.18% | 98.49%-84.3pp | 419.75%-405.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,598 | $5,289-69.8% | $4,936-67.6% | $4,663-65.7% |
| Participant deferral / active EE | $2,991 | $8,429-64.5% | $8,071-62.9% | $6,691-55.3% |
| Admin fee / account holder | $2,715 | $15,050-82.0% | $13,005-79.1% | $13,402-79.7% |