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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 | $58,160 | $65,555-11.3% | $86,216-32.5% | $75,173-22.6% |
| Participation rate | 86.2% | 60.5%+25.7pp | 69.0%+17.2pp | 67.2%+19.0pp |
| Annual return | 15.16% | 46.07%-30.9pp | 1169.42%-1154.3pp | 160.72%-145.6pp |
| Employer contribution / active EE | $3,195 | $1,553+105.7% | $2,382+34.1% | $2,671+19.6% |
| Participant deferral / active EE | $4,268 | $3,023+41.2% | $3,986+7.1% | $4,126+3.4% |
| Admin fee / account holder | $1,495 | $5,469-72.7% | $6,853-78.2% | $5,651-73.5% |