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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 | $63,230 | $96,388-34.4% | $80,627-21.6% | $139,466-54.7% |
| Participation rate | 70.0% | 73.6%-3.6pp | 67.0%+3.0pp | 80.3%-10.3pp |
| Annual return | 26.61% | 1352.08%-1325.5pp | 936.76%-910.2pp | 373.66%-347.1pp |
| Employer contribution / active EE | $2,304 | $3,260-29.3% | $2,723-15.4% | $4,754-51.5% |
| Participant deferral / active EE | $2,310 | $5,224-55.8% | $4,443-48.0% | $6,712-65.6% |
| Admin fee / account holder | $1,554 | $6,603-76.5% | $5,381-71.1% | $11,409-86.4% |