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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 | $68,349 | $108,911-37.2% | $100,392-31.9% | $145,884-53.1% |
| Participation rate | 95.0% | 83.0%+12.0pp | 81.5%+13.5pp | 80.3%+14.7pp |
| Annual return | 23.39% | 58.23%-34.8pp | 49.45%-26.1pp | 551.85%-528.5pp |
| Employer contribution / active EE | $2,137 | $4,420-51.6% | $3,941-45.8% | $4,662-54.2% |
| Participant deferral / active EE | $7,919 | $8,459-6.4% | $8,090-2.1% | $6,690+18.4% |
| Admin fee / account holder | $569 | $9,698-94.1% | $7,904-92.8% | $13,392-95.8% |