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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 | $58,659 | $85,766-31.6% | $136,297-57.0% | $70,124-16.4% |
| Participation rate | 71.4% | 74.2%-2.7pp | 81.9%-10.5pp | 69.5%+1.9pp |
| Annual return | 60.12% | 31.45%+28.7pp | 5156.19%-5096.1pp | 73.14%-13.0pp |
| Employer contribution / active EE | $1,896 | $2,966-36.1% | $4,696-59.6% | $2,342-19.1% |
| Participant deferral / active EE | $3,864 | $5,051-23.5% | $6,247-38.2% | $3,332+16.0% |
| Admin fee / account holder | $720 | $5,420-86.7% | $9,244-92.2% | $4,645-84.5% |