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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 | $77,270 | $102,429-24.6% | $147,096-47.5% | $80,925-4.5% |
| Participation rate | 93.3% | 75.9%+17.4pp | 82.2%+11.1pp | 67.7%+25.6pp |
| Annual return | 12.20% | 135.02%-122.8pp | 419.75%-407.5pp | 35.65%-23.4pp |
| Employer contribution / active EE | $5,053 | $3,716+36.0% | $4,936+2.4% | $2,756+83.3% |
| Participant deferral / active EE | $10,318 | $6,649+55.2% | $8,071+27.8% | $4,299+140.0% |
| Admin fee / account holder | $23,025 | $7,957+189.4% | $13,005+77.0% | $6,940+231.8% |