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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 | $58,693 | $60,128-2.4% | $90,440-35.1% | $79,852-26.5% |
| Participation rate | 90.2% | 65.0%+25.2pp | 72.7%+17.5pp | 69.6%+20.6pp |
| Annual return | 14.36% | 71.95%-57.6pp | 1294.38%-1280.0pp | 31.72%-17.4pp |
| Employer contribution / active EE | $1,396 | $2,068-32.5% | $3,263-57.2% | $2,471-43.5% |
| Participant deferral / active EE | $4,515 | $2,939+53.6% | $3,964+13.9% | $3,740+20.7% |
| Admin fee / account holder | $18,154 | $3,977+356.4% | $5,615+223.3% | $5,306+242.1% |