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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 | $66,409 | $111,785-40.6% | $93,669-29.1% | $145,877-54.5% |
| Participation rate | 92.9% | 74.2%+18.6pp | 68.7%+24.1pp | 80.3%+12.6pp |
| Annual return | 13.24% | 203.79%-190.5pp | 133.59%-120.4pp | 551.28%-538.0pp |
| Employer contribution / active EE | $2,252 | $3,096-27.3% | $2,424-7.1% | $4,663-51.7% |
| Participant deferral / active EE | $8,355 | $4,919+69.9% | $4,416+89.2% | $6,691+24.9% |
| Admin fee / account holder | $474 | $10,256-95.4% | $8,291-94.3% | $13,402-96.5% |