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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 | $28,368 | $149,040-81.0% | $120,225-76.4% | $137,256-79.3% |
| Participation rate | 81.8% | 75.4%+6.4pp | 69.6%+12.2pp | 80.0%+1.9pp |
| Annual return | 16.56% | 605.68%-589.1pp | 439.23%-422.7pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,479 | $4,350-43.0% | $3,475-28.7% | $4,156-40.4% |
| Participant deferral / active EE | $4,962 | $4,655+6.6% | $3,999+24.1% | $6,407-22.6% |
| Admin fee / account holder | $2,315 | $6,348-63.5% | $5,696-59.4% | $12,270-81.1% |