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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 | $74,511 | $102,382-27.2% | $147,005-49.3% | $80,874-7.9% |
| Participation rate | 97.1% | 75.8%+21.2pp | 82.2%+14.9pp | 67.6%+29.4pp |
| Annual return | 18.66% | 134.89%-116.2pp | 418.76%-400.1pp | 35.62%-17.0pp |
| Employer contribution / active EE | $5,011 | $3,715+34.9% | $4,934+1.6% | $2,756+81.9% |
| Participant deferral / active EE | $10,659 | $6,646+60.4% | $8,070+32.1% | $4,297+148.1% |
| Admin fee / account holder | $11,751 | $7,942+48.0% | $13,006-9.7% | $6,935+69.4% |