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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 | $58,134 | $100,938-42.4% | $90,461-35.7% | $158,982-63.4% |
| Participation rate | 77.3% | 75.0%+2.2pp | 72.7%+4.6pp | 82.0%-4.7pp |
| Annual return | 40.87% | 1727.20%-1686.3pp | 1294.76%-1253.9pp | 302.99%-262.1pp |
| Employer contribution / active EE | $1,454 | $3,691-60.6% | $3,264-55.5% | $4,763-69.5% |
| Participant deferral / active EE | $3,101 | $4,350-28.7% | $3,964-21.8% | $5,983-48.2% |
| Admin fee / account holder | $682 | $6,510-89.5% | $5,617-87.9% | $11,252-93.9% |