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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 | $50,175 | $154,754-67.6% | $124,206-59.6% | $138,895-63.9% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.6%+8.2pp | 79.9%-2.1pp |
| Annual return | 14.88% | 709.28%-694.4pp | 515.27%-500.4pp | 145.39%-130.5pp |
| Employer contribution / active EE | $2,794 | $4,446-37.2% | $3,540-21.1% | $4,194-33.4% |
| Participant deferral / active EE | $4,884 | $4,621+5.7% | $3,968+23.1% | $6,396-23.6% |
| Admin fee / account holder | $791 | $6,690-88.2% | $5,929-86.7% | $12,562-93.7% |