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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 | $61,584 | $49,199+25.2% | $121,204-49.2% | $75,173-18.1% |
| Participation rate | 71.0% | 55.4%+15.5pp | 69.5%+1.4pp | 67.2%+3.8pp |
| Annual return | 31.81% | 56.04%-24.2pp | 987.18%-955.4pp | 160.72%-128.9pp |
| Employer contribution / active EE | $4,266 | $1,547+175.7% | $4,170+2.3% | $2,671+59.7% |
| Participant deferral / active EE | $9,803 | $2,630+272.8% | $4,083+140.1% | $4,126+137.6% |
| Admin fee / account holder | $2,099 | $3,946-46.8% | $5,651-62.8% | $5,651-62.8% |