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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 | $29,210 | $110,039-73.5% | $97,260-70.0% | $145,884-80.0% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 12.75% | 244.44%-231.7pp | 75.54%-62.8pp | 551.85%-539.1pp |
| Employer contribution / active EE | $4,458 | $3,074+45.0% | $2,721+63.8% | $4,662-4.4% |
| Participant deferral / active EE | $5,634 | $4,674+20.5% | $4,262+32.2% | $6,690-15.8% |
| Admin fee / account holder | $713 | $6,204-88.5% | $5,640-87.4% | $13,392-94.7% |