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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 | $75,773 | $85,171-11.0% | $172,752-56.1% | $72,975+3.8% |
| Participation rate | 96.6% | 70.1%+26.5pp | 82.6%+13.9pp | 69.5%+27.1pp |
| Annual return | 66.85% | 27.32%+39.5pp | 802.97%-736.1pp | 81.01%-14.2pp |
| Employer contribution / active EE | $2,465 | $3,324-25.9% | $5,144-52.1% | $2,440+1.0% |
| Participant deferral / active EE | $4,597 | $3,260+41.0% | $5,198-11.6% | $3,608+27.4% |
| Admin fee / account holder | $3,431 | $5,880-41.6% | $13,955-75.4% | $5,124-33.0% |