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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 | $34,450 | $60,128-42.7% | $90,440-61.9% | $79,852-56.9% |
| Participation rate | 96.2% | 65.0%+31.2pp | 72.7%+23.5pp | 69.6%+26.5pp |
| Annual return | 51.35% | 71.95%-20.6pp | 1294.38%-1243.0pp | 31.72%+19.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,088 | $2,939+5.1% | $3,964-22.1% | $3,740-17.5% |
| Admin fee / account holder | $4,585 | $3,977+15.3% | $5,615-18.3% | $5,306-13.6% |