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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 | $35,516 | $160,040-77.8% | $147,096-75.9% | $145,877-75.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.64% | 98.49%-84.8pp | 419.75%-406.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,747 | $5,289-67.0% | $4,936-64.6% | $4,663-62.5% |
| Participant deferral / active EE | $2,648 | $8,429-68.6% | $8,071-67.2% | $6,691-60.4% |
| Admin fee / account holder | $3,131 | $15,050-79.2% | $13,005-75.9% | $13,402-76.6% |