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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 | $31,286 | $52,353-40.2% | $120,225-74.0% | $82,448-62.1% |
| Participation rate | 78.4% | 58.3%+20.1pp | 69.6%+8.8pp | 68.1%+10.3pp |
| Annual return | 80.74% | 61.85%+18.9pp | 439.23%-358.5pp | 41.64%+39.1pp |
| Employer contribution / active EE | $3,023 | $1,510+100.2% | $3,475-13.0% | $2,551+18.5% |
| Participant deferral / active EE | $7,942 | $2,627+202.3% | $3,999+98.6% | $4,139+91.9% |
| Admin fee / account holder | $363 | $4,363-91.7% | $5,696-93.6% | $7,234-95.0% |