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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 | $61,136 | $58,258+4.9% | $81,820-25.3% | $80,925-24.5% |
| Participation rate | 92.3% | 63.5%+28.8pp | 72.4%+19.9pp | 67.7%+24.6pp |
| Annual return | 26.25% | 41.76%-15.5pp | 777.93%-751.7pp | 35.65%-9.4pp |
| Employer contribution / active EE | $5,357 | $2,345+128.4% | $2,915+83.8% | $2,756+94.3% |
| Participant deferral / active EE | $4,542 | $3,284+38.3% | $4,323+5.1% | $4,299+5.7% |
| Admin fee / account holder | $819 | $4,976-83.6% | $7,391-88.9% | $6,940-88.2% |