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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 | $30,016 | $102,382-70.7% | $147,005-79.6% | $80,874-62.9% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.2%+1.2pp | 67.6%+15.7pp |
| Annual return | 28.70% | 134.89%-106.2pp | 418.76%-390.1pp | 35.62%-6.9pp |
| Employer contribution / active EE | $3,179 | $3,715-14.4% | $4,934-35.6% | $2,756+15.3% |
| Participant deferral / active EE | $7,136 | $6,646+7.4% | $8,070-11.6% | $4,297+66.1% |
| Admin fee / account holder | $2,165 | $7,942-72.7% | $13,006-83.4% | $6,935-68.8% |