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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 | $71,509 | $102,385-30.2% | $147,080-51.4% | $80,935-11.6% |
| Participation rate | 92.4% | 75.9%+16.6pp | 82.2%+10.2pp | 67.7%+24.8pp |
| Annual return | 19.67% | 135.09%-115.4pp | 420.17%-400.5pp | 35.66%-16.0pp |
| Employer contribution / active EE | $2,007 | $3,717-46.0% | $4,933-59.3% | $2,757-27.2% |
| Participant deferral / active EE | $9,037 | $6,651+35.9% | $8,066+12.0% | $4,299+110.2% |
| Admin fee / account holder | $2,902 | $7,951-63.5% | $12,989-77.7% | $6,924-58.1% |