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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 | $79,547 | $102,422-22.3% | $147,117-45.9% | $80,959-1.7% |
| Participation rate | 85.7% | 75.9%+9.8pp | 82.2%+3.5pp | 67.7%+18.0pp |
| Annual return | 13.59% | 135.16%-121.6pp | 420.54%-407.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $15,560 | $3,717+318.6% | $4,932+215.5% | $2,757+464.3% |
| Participant deferral / active EE | $20,865 | $6,652+213.7% | $8,065+158.7% | $4,300+385.2% |
| Admin fee / account holder | $49,903 | $7,953+527.4% | $12,993+284.1% | $6,925+620.6% |