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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 | $82,752 | $63,346+30.6% | $92,240-10.3% | $70,126+18.0% |
| Participation rate | 72.1% | 68.7%+3.4pp | 76.5%-4.4pp | 69.5%+2.5pp |
| Annual return | 14.43% | 530.19%-515.8pp | 176.29%-161.9pp | 73.15%-58.7pp |
| Employer contribution / active EE | $1,282 | $2,471-48.1% | $3,680-65.1% | $2,343-45.3% |
| Participant deferral / active EE | $6,029 | $2,854+111.3% | $3,897+54.7% | $3,332+81.0% |
| Admin fee / account holder | $17,273 | $3,841+349.7% | $5,194+232.5% | $4,645+271.8% |