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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 | $32,522 | $209,428-84.5% | $178,498-81.8% | $158,950-79.5% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 14.83% | 188.78%-174.0pp | 151.09%-136.3pp | 302.91%-288.1pp |
| Employer contribution / active EE | $1,641 | $5,707-71.2% | $5,011-67.2% | $4,762-65.5% |
| Participant deferral / active EE | $3,516 | $5,955-41.0% | $5,202-32.4% | $5,983-41.2% |
| Admin fee / account holder | $576 | $17,077-96.6% | $13,985-95.9% | $11,248-94.9% |