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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 | $40,473 | $107,353-62.3% | $92,903-56.4% | $152,885-73.5% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 25.31% | 145.62%-120.3pp | 109.43%-84.1pp | 345.39%-320.1pp |
| Employer contribution / active EE | $1,386 | $4,222-67.2% | $3,653-62.1% | $4,763-70.9% |
| Participant deferral / active EE | $2,526 | $4,848-47.9% | $4,238-40.4% | $5,851-56.8% |
| Admin fee / account holder | $610 | $7,081-91.4% | $5,795-89.5% | $11,598-94.7% |