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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 | $64,552 | $52,353+23.3% | $120,225-46.3% | $82,448-21.7% |
| Participation rate | 96.2% | 58.3%+37.9pp | 69.6%+26.6pp | 68.1%+28.2pp |
| Annual return | 31.54% | 61.85%-30.3pp | 439.23%-407.7pp | 41.64%-10.1pp |
| Employer contribution / active EE | $7,115 | $1,510+371.2% | $3,475+104.7% | $2,551+178.9% |
| Participant deferral / active EE | $6,444 | $2,627+145.3% | $3,999+61.2% | $4,139+55.7% |
| Admin fee / account holder | $2,284 | $4,363-47.7% | $5,696-59.9% | $7,234-68.4% |