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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 | $73,819 | $111,878-34.0% | $93,727-21.2% | $145,897-49.4% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 16.27% | 204.28%-188.0pp | 133.83%-117.6pp | 552.29%-536.0pp |
| Employer contribution / active EE | $4,557 | $3,092+47.4% | $2,421+88.2% | $4,663-2.3% |
| Participant deferral / active EE | $4,432 | $4,920-9.9% | $4,417+0.3% | $6,689-33.7% |
| Admin fee / account holder | $2,402 | $10,256-76.6% | $8,292-71.0% | $13,390-82.1% |