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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 | $32,355 | $105,200-69.2% | $159,474-79.7% | $85,847-62.3% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.8%+8.8pp | 69.3%+22.3pp |
| Annual return | 22.18% | 45.08%-22.9pp | 263.68%-241.5pp | 318.61%-296.4pp |
| Employer contribution / active EE | $3,733 | $3,319+12.5% | $4,831-22.7% | $2,565+45.5% |
| Participant deferral / active EE | $5,785 | $5,946-2.7% | $7,353-21.3% | $3,952+46.4% |
| Admin fee / account holder | $5,133 | $6,934-26.0% | $10,802-52.5% | $6,261-18.0% |