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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 | $45,393 | $227,597-80.1% | $189,575-76.1% | $167,536-72.9% |
| Participation rate | 81.3% | 82.5%-1.2pp | 78.4%+2.8pp | 82.1%-0.9pp |
| Annual return | 13.09% | 78.44%-65.4pp | 64.19%-51.1pp | 478.82%-465.7pp |
| Employer contribution / active EE | $2,199 | $5,316-58.6% | $4,412-50.2% | $4,839-54.6% |
| Participant deferral / active EE | $5,459 | $7,002-22.0% | $6,174-11.6% | $6,342-13.9% |
| Admin fee / account holder | $1,054 | $11,877-91.1% | $9,806-89.2% | $12,315-91.4% |