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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 | $52,921 | $85,766-38.3% | $136,298-61.2% | $70,126-24.5% |
| Participation rate | 74.4% | 74.2%+0.2pp | 81.9%-7.6pp | 69.5%+4.8pp |
| Annual return | 20.53% | 31.46%-10.9pp | 5156.27%-5135.7pp | 73.15%-52.6pp |
| Employer contribution / active EE | $1,088 | $2,966-63.3% | $4,696-76.8% | $2,343-53.6% |
| Participant deferral / active EE | $6,290 | $5,051+24.5% | $6,247+0.7% | $3,332+88.8% |
| Admin fee / account holder | $3,415 | $5,421-37.0% | $9,244-63.1% | $4,645-26.5% |