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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 | $34,822 | $184,000-81.1% | $162,185-78.5% | $152,909-77.2% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.5%+9.2pp |
| Annual return | 18.91% | 150.80%-131.9pp | 115.61%-96.7pp | 345.46%-326.5pp |
| Employer contribution / active EE | $1,930 | $6,370-69.7% | $5,613-65.6% | $4,764-59.5% |
| Participant deferral / active EE | $3,462 | $8,033-56.9% | $7,297-52.6% | $5,851-40.8% |
| Admin fee / account holder | $21,317 | $13,124+62.4% | $10,844+96.6% | $11,601+83.8% |