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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 | $83,539 | $106,001-21.2% | $92,235-9.4% | $147,585-43.4% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 11.60% | 50.05%-38.4pp | 176.28%-164.7pp | 578.56%-567.0pp |
| Employer contribution / active EE | $2,902 | $4,333-33.0% | $3,679-21.1% | $4,876-40.5% |
| Participant deferral / active EE | $4,379 | $4,478-2.2% | $3,897+12.4% | $5,439-19.5% |
| Admin fee / account holder | $1,366 | $6,332-78.4% | $5,194-73.7% | $10,885-87.4% |