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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 | $60,186 | $102,422-41.2% | $147,117-59.1% | $80,959-25.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 35.94% | 135.16%-99.2pp | 420.54%-384.6pp | 35.67%+0.3pp |
| Employer contribution / active EE | $5,193 | $3,717+39.7% | $4,932+5.3% | $2,757+88.3% |
| Participant deferral / active EE | $8,433 | $6,652+26.8% | $8,065+4.6% | $4,300+96.1% |
| Admin fee / account holder | $8,752 | $7,953+10.0% | $12,993-32.6% | $6,925+26.4% |