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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 | $71,519 | $102,429-30.2% | $147,096-51.4% | $80,925-11.6% |
| Participation rate | 88.5% | 75.9%+12.6pp | 82.2%+6.3pp | 67.7%+20.8pp |
| Annual return | 43.27% | 135.02%-91.7pp | 419.75%-376.5pp | 35.65%+7.6pp |
| Employer contribution / active EE | $2,980 | $3,716-19.8% | $4,936-39.6% | $2,756+8.1% |
| Participant deferral / active EE | $8,663 | $6,649+30.3% | $8,071+7.3% | $4,299+101.5% |
| Admin fee / account holder | $3,236 | $7,957-59.3% | $13,005-75.1% | $6,940-53.4% |