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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 | $52,255 | $57,305-8.8% | $86,640-39.7% | $75,173-30.5% |
| Participation rate | 89.1% | 63.2%+25.9pp | 71.7%+17.4pp | 67.2%+21.9pp |
| Annual return | 14.47% | 2674.24%-2659.8pp | 592.52%-578.0pp | 160.72%-146.3pp |
| Employer contribution / active EE | $1,947 | $2,316-15.9% | $3,024-35.6% | $2,671-27.1% |
| Participant deferral / active EE | $3,766 | $3,320+13.4% | $4,438-15.2% | $4,126-8.7% |
| Admin fee / account holder | $6,291 | $4,116+52.9% | $5,616+12.0% | $5,651+11.3% |