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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 | $63,265 | $96,678-34.6% | $86,640-27.0% | $139,466-54.6% |
| Participation rate | 76.5% | 74.4%+2.1pp | 71.7%+4.8pp | 80.3%-3.9pp |
| Annual return | 26.80% | 106.69%-79.9pp | 592.52%-565.7pp | 373.66%-346.9pp |
| Employer contribution / active EE | $2,852 | $3,265-12.7% | $3,024-5.7% | $4,754-40.0% |
| Participant deferral / active EE | $9,785 | $4,837+102.3% | $4,438+120.5% | $6,712+45.8% |
| Admin fee / account holder | $1,547 | $6,410-75.9% | $5,616-72.4% | $11,409-86.4% |