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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 | $54,818 | $102,663-46.6% | $86,216-36.4% | $139,466-60.7% |
| Participation rate | 72.7% | 74.5%-1.8pp | 69.0%+3.8pp | 80.3%-7.6pp |
| Annual return | 21.46% | 1924.52%-1903.1pp | 1169.42%-1148.0pp | 373.66%-352.2pp |
| Employer contribution / active EE | $2,744 | $3,035-9.6% | $2,382+15.2% | $4,754-42.3% |
| Participant deferral / active EE | $4,930 | $4,677+5.4% | $3,986+23.7% | $6,712-26.6% |
| Admin fee / account holder | $354 | $8,663-95.9% | $6,853-94.8% | $11,409-96.9% |