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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 | $71,120 | $110,039-35.4% | $97,260-26.9% | $145,884-51.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 13.69% | 244.44%-230.8pp | 75.54%-61.9pp | 551.85%-538.2pp |
| Employer contribution / active EE | $5,924 | $3,074+92.7% | $2,721+117.7% | $4,662+27.1% |
| Participant deferral / active EE | $1,922 | $4,674-58.9% | $4,262-54.9% | $6,690-71.3% |
| Admin fee / account holder | $1,117 | $6,204-82.0% | $5,640-80.2% | $13,392-91.7% |