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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 | $74,466 | $102,393-27.3% | $147,041-49.4% | $80,911-8.0% |
| Participation rate | 84.8% | 75.9%+9.0pp | 82.2%+2.7pp | 67.6%+17.2pp |
| Annual return | 15.51% | 134.95%-119.4pp | 419.21%-403.7pp | 35.63%-20.1pp |
| Employer contribution / active EE | $3,628 | $3,715-2.3% | $4,935-26.5% | $2,756+31.7% |
| Participant deferral / active EE | $4,398 | $6,647-33.8% | $8,071-45.5% | $4,297+2.3% |
| Admin fee / account holder | $2,206 | $7,943-72.2% | $13,006-83.0% | $6,935-68.2% |