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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 | $47,582 | $102,385-53.5% | $147,080-67.6% | $80,935-41.2% |
| Participation rate | 89.7% | 75.9%+13.8pp | 82.2%+7.5pp | 67.7%+22.0pp |
| Annual return | 11.96% | 135.09%-123.1pp | 420.17%-408.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $7,813 | $3,717+110.2% | $4,933+58.4% | $2,757+183.4% |
| Participant deferral / active EE | $14,527 | $6,651+118.4% | $8,066+80.1% | $4,299+237.9% |
| Admin fee / account holder | $11,818 | $7,951+48.6% | $12,989-9.0% | $6,924+70.7% |