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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 | $59,815 | $85,766-30.3% | $136,297-56.1% | $70,131-14.7% |
| Participation rate | 98.1% | 74.2%+24.0pp | 81.9%+16.2pp | 69.5%+28.6pp |
| Annual return | 35.01% | 31.45%+3.6pp | 5156.16%-5121.2pp | 73.14%-38.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $10,961 | $5,051+117.0% | $6,247+75.5% | $3,332+229.0% |
| Admin fee / account holder | $1,002 | $5,420-81.5% | $9,244-89.2% | $4,645-78.4% |