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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 | $68,840 | $100,060-31.2% | $149,721-54.0% | $70,126-1.8% |
| Participation rate | 97.1% | 83.6%+13.6pp | 87.1%+10.1pp | 69.5%+27.6pp |
| Annual return | 21.68% | 27.46%-5.8pp | 1501.67%-1480.0pp | 73.15%-51.5pp |
| Employer contribution / active EE | $2,732 | $3,661-25.4% | $5,444-49.8% | $2,343+16.6% |
| Participant deferral / active EE | $6,774 | $4,982+36.0% | $6,568+3.1% | $3,332+103.3% |
| Admin fee / account holder | $4,948 | $8,285-40.3% | $11,282-56.1% | $4,645+6.5% |