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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 | $35,961 | $105,200-65.8% | $159,474-77.5% | $85,847-58.1% |
| Participation rate | 89.8% | 75.8%+14.1pp | 82.8%+7.0pp | 69.3%+20.5pp |
| Annual return | 19.60% | 45.08%-25.5pp | 263.68%-244.1pp | 318.61%-299.0pp |
| Employer contribution / active EE | $5,228 | $3,319+57.5% | $4,831+8.2% | $2,565+103.8% |
| Participant deferral / active EE | $3,462 | $5,946-41.8% | $7,353-52.9% | $3,952-12.4% |
| Admin fee / account holder | $1,095 | $6,934-84.2% | $10,802-89.9% | $6,261-82.5% |