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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 | $34,920 | $175,231-80.1% | $149,696-76.7% | $139,466-75.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 21.21% | 166.77%-145.6pp | 134.46%-113.3pp | 373.66%-352.5pp |
| Employer contribution / active EE | $2,336 | $5,478-57.4% | $4,821-51.5% | $4,754-50.9% |
| Participant deferral / active EE | $7,113 | $6,521+9.1% | $5,682+25.2% | $6,712+6.0% |
| Admin fee / account holder | $2,026 | $16,155-87.5% | $13,212-84.7% | $11,409-82.2% |