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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 | $72,319 | $106,008-31.8% | $92,240-21.6% | $147,586-51.0% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 13.80% | 50.05%-36.2pp | 176.29%-162.5pp | 578.59%-564.8pp |
| Employer contribution / active EE | $2,229 | $4,333-48.6% | $3,680-39.4% | $4,876-54.3% |
| Participant deferral / active EE | $5,135 | $4,478+14.7% | $3,897+31.8% | $5,439-5.6% |
| Admin fee / account holder | $7,143 | $6,333+12.8% | $5,194+37.5% | $10,886-34.4% |