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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 | $51,668 | $48,570+6.4% | $130,660-60.5% | $72,976-29.2% |
| Participation rate | 70.4% | 58.6%+11.8pp | 71.7%-1.4pp | 69.5%+0.9pp |
| Annual return | 21.03% | 38.63%-17.6pp | 1709.29%-1688.3pp | 81.02%-60.0pp |
| Employer contribution / active EE | $4,227 | $1,334+216.8% | $4,092+3.3% | $2,440+73.2% |
| Participant deferral / active EE | $3,384 | $2,384+42.0% | $3,603-6.1% | $3,608-6.2% |
| Admin fee / account holder | $15,333 | $3,549+332.0% | $5,463+180.7% | $5,124+199.2% |