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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 | $40,222 | $78,976-49.1% | $100,383-59.9% | $74,546-46.0% |
| Participation rate | 93.3% | 79.5%+13.8pp | 81.5%+11.8pp | 67.2%+26.1pp |
| Annual return | 20.54% | 20.62%-0.1pp | 49.26%-28.7pp | 1366.03%-1345.5pp |
| Employer contribution / active EE | $5,948 | $3,019+97.0% | $3,944+50.8% | $2,624+126.6% |
| Participant deferral / active EE | $8,534 | $7,758+10.0% | $8,086+5.5% | $4,347+96.3% |
| Admin fee / account holder | $5,829 | $1,330+338.3% | $7,900-26.2% | $1,944+199.9% |