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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 | $79,504 | $141,004-43.6% | $112,273-29.2% | $139,466-43.0% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 210.47% | 32.75%+177.7pp | 30.23%+180.2pp | 373.66%-163.2pp |
| Employer contribution / active EE | $11,161 | $4,285+160.5% | $3,431+225.3% | $4,754+134.8% |
| Participant deferral / active EE | $19,001 | $5,878+223.3% | $4,800+295.9% | $6,712+183.1% |
| Admin fee / account holder | $2,673 | $9,959-73.2% | $7,752-65.5% | $11,409-76.6% |