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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 | $79,089-49.1% | $100,392-59.9% | $74,459-46.0% |
| Participation rate | 93.3% | 79.4%+13.8pp | 81.5%+11.8pp | 67.2%+26.1pp |
| Annual return | 20.54% | 20.61%-0.1pp | 49.45%-28.9pp | 1369.70%-1349.2pp |
| Employer contribution / active EE | $5,948 | $3,015+97.3% | $3,941+50.9% | $2,626+126.5% |
| Participant deferral / active EE | $8,534 | $7,747+10.1% | $8,090+5.5% | $4,350+96.2% |
| Admin fee / account holder | $5,829 | $1,336+336.2% | $7,904-26.3% | $1,945+199.7% |