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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 | $49,852 | $57,312-13.0% | $86,617-42.4% | $75,181-33.7% |
| Participation rate | 74.1% | 63.2%+10.9pp | 71.7%+2.4pp | 67.2%+6.9pp |
| Annual return | 16.89% | 2672.78%-2655.9pp | 591.91%-575.0pp | 160.69%-143.8pp |
| Employer contribution / active EE | $5,071 | $2,315+119.0% | $3,023+67.7% | $2,671+89.9% |
| Participant deferral / active EE | $3,422 | $3,319+3.1% | $4,437-22.9% | $4,126-17.1% |
| Admin fee / account holder | $5,438 | $4,114+32.2% | $5,613-3.1% | $5,650-3.8% |