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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 | $46,104 | $183,516-74.9% | $155,534-70.4% | $145,884-68.4% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 13.29% | 61.43%-48.1pp | 64.92%-51.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $5,473 | $5,315+3.0% | $4,675+17.1% | $4,662+17.4% |
| Participant deferral / active EE | $3,557 | $6,467-45.0% | $5,630-36.8% | $6,690-46.8% |
| Admin fee / account holder | $471 | $19,293-97.6% | $15,900-97.0% | $13,392-96.5% |