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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 | $67,396 | $90,691-25.7% | $76,119-11.5% | $145,884-53.8% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 10.15% | 624.52%-614.4pp | 361.25%-351.1pp | 551.85%-541.7pp |
| Employer contribution / active EE | $2,586 | $3,329-22.3% | $2,693-4.0% | $4,662-44.5% |
| Participant deferral / active EE | $6,156 | $5,167+19.1% | $4,259+44.5% | $6,690-8.0% |
| Admin fee / account holder | $51,834 | $8,383+518.3% | $6,421+707.2% | $13,392+287.1% |