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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 | $102,429-22.3% | $147,096-45.9% | $80,925-1.7% |
| Participation rate | 85.7% | 75.9%+9.9pp | 82.2%+3.5pp | 67.7%+18.1pp |
| Annual return | 13.59% | 135.02%-121.4pp | 419.75%-406.2pp | 35.65%-22.1pp |
| Employer contribution / active EE | $15,560 | $3,716+318.8% | $4,936+215.2% | $2,756+464.5% |
| Participant deferral / active EE | $20,865 | $6,649+213.8% | $8,071+158.5% | $4,299+385.4% |
| Admin fee / account holder | $49,903 | $7,957+527.2% | $13,005+283.7% | $6,940+619.1% |