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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 | $57,429 | $63,346-9.3% | $92,240-37.7% | $70,126-18.1% |
| Participation rate | 81.8% | 68.7%+13.1pp | 76.5%+5.3pp | 69.5%+12.3pp |
| Annual return | 19.35% | 530.19%-510.8pp | 176.29%-156.9pp | 73.15%-53.8pp |
| Employer contribution / active EE | $4,760 | $2,471+92.6% | $3,680+29.3% | $2,343+103.2% |
| Participant deferral / active EE | $3,145 | $2,854+10.2% | $3,897-19.3% | $3,332-5.6% |
| Admin fee / account holder | $6,702 | $3,841+74.5% | $5,194+29.0% | $4,645+44.3% |