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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 | $75,321 | $56,431+33.5% | $130,788-42.4% | $87,485-13.9% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 19.17% | 91.27%-72.1pp | 386.44%-367.3pp | 26.06%-6.9pp |
| Employer contribution / active EE | $4,296 | $1,549+177.3% | $3,558+20.7% | $2,596+65.5% |
| Participant deferral / active EE | $8,180 | $2,749+197.5% | $4,137+97.7% | $4,274+91.4% |
| Admin fee / account holder | $6,588 | $4,433+48.6% | $6,673-1.3% | $7,775-15.3% |