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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 | $78,049 | $102,385-23.8% | $147,080-46.9% | $80,935-3.6% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 14.06% | 135.09%-121.0pp | 420.17%-406.1pp | 35.66%-21.6pp |
| Employer contribution / active EE | $3,998 | $3,717+7.6% | $4,933-19.0% | $2,757+45.0% |
| Participant deferral / active EE | $16,801 | $6,651+152.6% | $8,066+108.3% | $4,299+290.8% |
| Admin fee / account holder | $31,598 | $7,951+297.4% | $12,989+143.3% | $6,924+356.3% |