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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 | $52,222 | $85,171-38.7% | $172,753-69.8% | $72,976-28.4% |
| Participation rate | 74.1% | 70.1%+4.0pp | 82.6%-8.6pp | 69.5%+4.6pp |
| Annual return | 78.27% | 27.32%+50.9pp | 803.00%-724.7pp | 81.02%-2.7pp |
| Employer contribution / active EE | $6,543 | $3,324+96.8% | $5,144+27.2% | $2,440+168.1% |
| Participant deferral / active EE | $9,480 | $3,260+190.8% | $5,198+82.4% | $3,608+162.8% |
| Admin fee / account holder | $874 | $5,880-85.1% | $13,956-93.7% | $5,124-82.9% |