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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 | $50,284 | $150,435-66.6% | $120,580-58.3% | $145,897-65.5% |
| Participation rate | 80.0% | 78.8%+1.2pp | 72.0%+8.0pp | 80.3%-0.3pp |
| Annual return | 30.80% | 154.60%-123.8pp | 107.48%-76.7pp | 552.29%-521.5pp |
| Employer contribution / active EE | $2,058 | $4,352-52.7% | $3,469-40.7% | $4,663-55.9% |
| Participant deferral / active EE | $5,048 | $6,174-18.2% | $4,995+1.1% | $6,689-24.5% |
| Admin fee / account holder | $9,112 | $12,182-25.2% | $9,418-3.3% | $13,390-32.0% |