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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 | $30,423 | $159,934-81.0% | $147,005-79.3% | $145,959-79.2% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 12.61% | 98.24%-85.6pp | 418.76%-406.2pp | 561.95%-549.3pp |
| Employer contribution / active EE | $2,579 | $5,287-51.2% | $4,934-47.7% | $4,661-44.7% |
| Participant deferral / active EE | $6,906 | $8,427-18.1% | $8,070-14.4% | $6,689+3.2% |
| Admin fee / account holder | $20,259 | $15,053+34.6% | $13,006+55.8% | $13,398+51.2% |