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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 | $66,270 | $106,008-37.5% | $92,240-28.2% | $147,586-55.1% |
| Participation rate | 84.2% | 80.4%+3.8pp | 76.5%+7.7pp | 82.8%+1.4pp |
| Annual return | 22.30% | 50.05%-27.8pp | 176.29%-154.0pp | 578.59%-556.3pp |
| Employer contribution / active EE | $1,360 | $4,333-68.6% | $3,680-63.0% | $4,876-72.1% |
| Participant deferral / active EE | $3,753 | $4,478-16.2% | $3,897-3.7% | $5,439-31.0% |
| Admin fee / account holder | $7,478 | $6,333+18.1% | $5,194+44.0% | $10,886-31.3% |