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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 | $74,368 | $58,234+27.7% | $81,783-9.1% | $80,874-8.0% |
| Participation rate | 84.6% | 63.4%+21.2pp | 72.4%+12.3pp | 67.6%+17.0pp |
| Annual return | 36.07% | 41.70%-5.6pp | 775.05%-739.0pp | 35.62%+0.5pp |
| Employer contribution / active EE | $1,721 | $2,341-26.5% | $2,913-40.9% | $2,756-37.6% |
| Participant deferral / active EE | $4,591 | $3,283+39.8% | $4,320+6.3% | $4,297+6.8% |
| Admin fee / account holder | $791 | $4,982-84.1% | $7,380-89.3% | $6,935-88.6% |