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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 | $50,522 | $152,612-66.9% | $125,192-59.6% | $152,897-67.0% |
| Participation rate | 88.2% | 83.3%+4.9pp | 79.8%+8.5pp | 82.5%+5.8pp |
| Annual return | 123.73% | 54.85%+68.9pp | 43.79%+79.9pp | 345.43%-221.7pp |
| Employer contribution / active EE | $4,297 | $4,947-13.1% | $3,866+11.2% | $4,764-9.8% |
| Participant deferral / active EE | $6,075 | $5,868+3.5% | $4,937+23.0% | $5,851+3.8% |
| Admin fee / account holder | $537 | $13,437-96.0% | $9,704-94.5% | $11,599-95.4% |