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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 | $36,989 | $102,422-63.9% | $147,117-74.9% | $80,959-54.3% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 17.37% | 135.16%-117.8pp | 420.54%-403.2pp | 35.67%-18.3pp |
| Employer contribution / active EE | $4,352 | $3,717+17.1% | $4,932-11.8% | $2,757+57.9% |
| Participant deferral / active EE | $8,706 | $6,652+30.9% | $8,065+8.0% | $4,300+102.5% |
| Admin fee / account holder | $3,997 | $7,953-49.8% | $12,993-69.2% | $6,925-42.3% |