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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 | $54,889 | $52,353+4.8% | $120,225-54.3% | $82,448-33.4% |
| Participation rate | 75.8% | 58.3%+17.4pp | 69.6%+6.2pp | 68.1%+7.7pp |
| Annual return | 18.17% | 61.85%-43.7pp | 439.23%-421.1pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,114 | $1,510+40.0% | $3,475-39.2% | $2,551-17.1% |
| Participant deferral / active EE | $4,608 | $2,627+75.4% | $3,999+15.2% | $4,139+11.3% |
| Admin fee / account holder | $553 | $4,363-87.3% | $5,696-90.3% | $7,234-92.4% |