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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 | $64,212 | $109,872-41.6% | $98,483-34.8% | $167,536-61.7% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 16.13% | 1959.31%-1943.2pp | 1494.38%-1478.3pp | 478.82%-462.7pp |
| Employer contribution / active EE | $1,502 | $3,225-53.4% | $2,961-49.3% | $4,839-69.0% |
| Participant deferral / active EE | $4,199 | $4,673-10.1% | $4,276-1.8% | $6,342-33.8% |
| Admin fee / account holder | $678 | $6,757-90.0% | $5,953-88.6% | $12,315-94.5% |