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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 | $69,978 | $59,006+18.6% | $97,197-28.0% | $74,429-6.0% |
| Participation rate | 91.6% | 63.7%+27.9pp | 72.7%+18.9pp | 67.2%+24.4pp |
| Annual return | 12.45% | 16.04%-3.6pp | 75.47%-63.0pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $970 | $1,894-48.8% | $2,723-64.4% | $2,625-63.1% |
| Participant deferral / active EE | $6,874 | $3,671+87.3% | $4,263+61.2% | $4,348+58.1% |
| Admin fee / account holder | $6,389 | $1,974+223.6% | $5,637+13.3% | $1,944+228.6% |