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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 | $56,659 | $78,707-28.0% | $117,861-51.9% | $70,126-19.2% |
| Participation rate | 97.1% | 73.2%+23.9pp | 79.7%+17.4pp | 69.5%+27.6pp |
| Annual return | 45.73% | 23.30%+22.4pp | 335.11%-289.4pp | 73.15%-27.4pp |
| Employer contribution / active EE | $2,071 | $2,223-6.9% | $3,786-45.3% | $2,343-11.6% |
| Participant deferral / active EE | $4,837 | $3,297+46.7% | $4,482+7.9% | $3,332+45.2% |
| Admin fee / account holder | $745 | $5,066-85.3% | $8,021-90.7% | $4,645-84.0% |