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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 | $24,167 | $109,344-77.9% | $89,400-73.0% | $158,950-84.8% |
| Participation rate | 76.9% | 74.3%+2.7pp | 68.0%+8.9pp | 82.0%-5.0pp |
| Annual return | 57.19% | 345.73%-288.5pp | 245.64%-188.5pp | 302.91%-245.7pp |
| Employer contribution / active EE | $2,394 | $3,170-24.5% | $2,586-7.4% | $4,762-49.7% |
| Participant deferral / active EE | $10,509 | $4,599+128.5% | $3,890+170.1% | $5,983+75.7% |
| Admin fee / account holder | $2,636 | $6,154-57.2% | $4,882-46.0% | $11,248-76.6% |