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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 | $37,079 | $85,766-56.8% | $136,298-72.8% | $70,126-47.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 87.55% | 31.46%+56.1pp | 5156.27%-5068.7pp | 73.15%+14.4pp |
| Employer contribution / active EE | $4,397 | $2,966+48.2% | $4,696-6.4% | $2,343+87.7% |
| Participant deferral / active EE | $7,378 | $5,051+46.1% | $6,247+18.1% | $3,332+121.4% |
| Admin fee / account holder | $1,271 | $5,421-76.6% | $9,244-86.2% | $4,645-72.6% |