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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 | $49,098 | $53,063-7.5% | $124,206-60.5% | $82,637-40.6% |
| Participation rate | 97.4% | 58.4%+39.0pp | 69.6%+27.9pp | 68.1%+29.4pp |
| Annual return | 25.76% | 68.87%-43.1pp | 515.27%-489.5pp | 53.51%-27.7pp |
| Employer contribution / active EE | $5,782 | $1,530+277.8% | $3,540+63.3% | $2,552+126.5% |
| Participant deferral / active EE | $9,822 | $2,644+271.4% | $3,968+147.5% | $4,126+138.0% |
| Admin fee / account holder | $3,868 | $4,281-9.6% | $5,929-34.8% | $7,339-47.3% |