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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 | $24,244 | $107,363-77.4% | $92,909-73.9% | $152,897-84.1% |
| Participation rate | 79.2% | 79.8%-0.6pp | 76.0%+3.2pp | 82.5%-3.3pp |
| Annual return | 72.60% | 145.63%-73.0pp | 109.44%-36.8pp | 345.43%-272.8pp |
| Employer contribution / active EE | $2,763 | $4,222-34.5% | $3,653-24.4% | $4,764-42.0% |
| Participant deferral / active EE | $5,369 | $4,848+10.7% | $4,238+26.7% | $5,851-8.2% |
| Admin fee / account holder | $471 | $7,082-93.4% | $5,795-91.9% | $11,599-95.9% |