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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 | $76,710 | $102,422-25.1% | $147,117-47.9% | $80,959-5.2% |
| Participation rate | 84.0% | 75.9%+8.1pp | 82.2%+1.8pp | 67.7%+16.3pp |
| Annual return | 16.30% | 135.16%-118.9pp | 420.54%-404.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $3,166 | $3,717-14.8% | $4,932-35.8% | $2,757+14.8% |
| Participant deferral / active EE | $7,860 | $6,652+18.2% | $8,065-2.5% | $4,300+82.8% |
| Admin fee / account holder | $1,099 | $7,953-86.2% | $12,993-91.5% | $6,925-84.1% |