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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 | $51,365 | $175,231-70.7% | $149,696-65.7% | $139,466-63.2% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 16.53% | 166.77%-150.2pp | 134.46%-117.9pp | 373.66%-357.1pp |
| Employer contribution / active EE | $2,274 | $5,478-58.5% | $4,821-52.8% | $4,754-52.2% |
| Participant deferral / active EE | $4,563 | $6,521-30.0% | $5,682-19.7% | $6,712-32.0% |
| Admin fee / account holder | $580 | $16,155-96.4% | $13,212-95.6% | $11,409-94.9% |