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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 | $50,551 | $58,391-13.4% | $76,667-34.1% | $72,976-30.7% |
| Participation rate | 80.0% | 67.4%+12.6pp | 72.1%+7.9pp | 69.5%+10.5pp |
| Annual return | 18.61% | 2306.65%-2288.0pp | 1166.74%-1148.1pp | 81.02%-62.4pp |
| Employer contribution / active EE | $1,117 | $1,787-37.5% | $2,303-51.5% | $2,440-54.2% |
| Participant deferral / active EE | $4,879 | $2,690+81.3% | $3,336+46.2% | $3,608+35.2% |
| Admin fee / account holder | $2,308 | $4,014-42.5% | $6,423-64.1% | $5,124-55.0% |