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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 | $85,258 | $52,353+62.9% | $120,225-29.1% | $82,448+3.4% |
| Participation rate | 89.1% | 58.3%+30.7pp | 69.6%+19.5pp | 68.1%+21.0pp |
| Annual return | 14.02% | 61.85%-47.8pp | 439.23%-425.2pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,721 | $2,627+232.0% | $3,999+118.1% | $4,139+110.7% |
| Admin fee / account holder | $3,445 | $4,363-21.0% | $5,696-39.5% | $7,234-52.4% |