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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 | $68,994 | $114,093-39.5% | $96,171-28.3% | $167,536-58.8% |
| Participation rate | 71.4% | 75.1%-3.6pp | 68.4%+3.0pp | 82.1%-10.7pp |
| Annual return | 18.54% | 190.00%-171.5pp | 192.04%-173.5pp | 478.82%-460.3pp |
| Employer contribution / active EE | $4,205 | $3,429+22.6% | $2,799+50.3% | $4,839-13.1% |
| Participant deferral / active EE | $7,513 | $5,197+44.6% | $4,350+72.7% | $6,342+18.5% |
| Admin fee / account holder | $764 | $6,899-88.9% | $5,538-86.2% | $12,315-93.8% |