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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 | $56,394 | $114,093-50.6% | $96,171-41.4% | $167,536-66.3% |
| Participation rate | 93.8% | 75.1%+18.7pp | 68.4%+25.3pp | 82.1%+11.6pp |
| Annual return | 11.51% | 190.00%-178.5pp | 192.04%-180.5pp | 478.82%-467.3pp |
| Employer contribution / active EE | $2,741 | $3,429-20.1% | $2,799-2.1% | $4,839-43.4% |
| Participant deferral / active EE | $3,091 | $5,197-40.5% | $4,350-28.9% | $6,342-51.3% |
| Admin fee / account holder | $845 | $6,899-87.8% | $5,538-84.7% | $12,315-93.1% |