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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 | $71,655 | $106,008-32.4% | $92,240-22.3% | $147,586-51.4% |
| Participation rate | 72.2% | 80.4%-8.2pp | 76.5%-4.3pp | 82.8%-10.6pp |
| Annual return | 13.77% | 50.05%-36.3pp | 176.29%-162.5pp | 578.59%-564.8pp |
| Employer contribution / active EE | $2,915 | $4,333-32.7% | $3,680-20.8% | $4,876-40.2% |
| Participant deferral / active EE | $5,422 | $4,478+21.1% | $3,897+39.1% | $5,439-0.3% |
| Admin fee / account holder | $5,344 | $6,333-15.6% | $5,194+2.9% | $10,886-50.9% |