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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 | $41,687 | $102,595-59.4% | $94,057-55.7% | $154,746-73.1% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 80.7%+10.2pp |
| Annual return | 12.63% | 583.42%-570.8pp | 480.62%-468.0pp | 172.34%-159.7pp |
| Employer contribution / active EE | $6,458 | $3,147+105.2% | $2,933+120.2% | $4,379+47.5% |
| Participant deferral / active EE | $2,886 | $5,118-43.6% | $4,709-38.7% | $6,730-57.1% |
| Admin fee / account holder | $20,652 | $7,736+167.0% | $7,244+185.1% | $14,365+43.8% |