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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 | $49,806 | $105,198-52.7% | $159,455-68.8% | $85,856-42.0% |
| Participation rate | 88.4% | 75.8%+12.6pp | 82.8%+5.6pp | 69.3%+19.1pp |
| Annual return | 12.60% | 45.08%-32.5pp | 263.63%-251.0pp | 318.58%-306.0pp |
| Employer contribution / active EE | $5,822 | $3,319+75.4% | $4,830+20.5% | $2,565+127.0% |
| Participant deferral / active EE | $6,389 | $5,946+7.5% | $7,353-13.1% | $3,952+61.7% |
| Admin fee / account holder | $904 | $6,934-87.0% | $10,800-91.6% | $6,261-85.6% |