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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 | $65,094 | $102,382-36.4% | $147,005-55.7% | $80,874-19.5% |
| Participation rate | 97.6% | 75.8%+21.7pp | 82.2%+15.4pp | 67.6%+29.9pp |
| Annual return | 13.33% | 134.89%-121.6pp | 418.76%-405.4pp | 35.62%-22.3pp |
| Employer contribution / active EE | $3,665 | $3,715-1.3% | $4,934-25.7% | $2,756+33.0% |
| Participant deferral / active EE | $11,028 | $6,646+65.9% | $8,070+36.7% | $4,297+156.7% |
| Admin fee / account holder | $20,319 | $7,942+155.8% | $13,006+56.2% | $6,935+193.0% |