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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 | $45,618 | $98,766-53.8% | $149,730-69.5% | $79,852-42.9% |
| Participation rate | 77.6% | 75.8%+1.8pp | 82.5%-4.8pp | 69.6%+8.0pp |
| Annual return | 52.47% | 27.43%+25.0pp | 276.70%-224.2pp | 31.72%+20.7pp |
| Employer contribution / active EE | $4,430 | $3,217+37.7% | $4,645-4.6% | $2,471+79.3% |
| Participant deferral / active EE | $10,367 | $5,681+82.5% | $6,843+51.5% | $3,740+177.2% |
| Admin fee / account holder | $1,228 | $6,052-79.7% | $9,310-86.8% | $5,306-76.9% |