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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 | $63,506 | $90,614-29.9% | $76,089-16.5% | $145,877-56.5% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.1%+20.9pp | 80.3%+9.7pp |
| Annual return | 10.36% | 623.80%-613.4pp | 360.94%-350.6pp | 551.28%-540.9pp |
| Employer contribution / active EE | $2,135 | $3,324-35.8% | $2,690-20.6% | $4,663-54.2% |
| Participant deferral / active EE | $9,978 | $5,168+93.1% | $4,259+134.3% | $6,691+49.1% |
| Admin fee / account holder | $1,661 | $8,376-80.2% | $6,418-74.1% | $13,402-87.6% |