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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 | $36,541 | $102,429-64.3% | $147,096-75.2% | $80,925-54.8% |
| Participation rate | 85.7% | 75.9%+9.9pp | 82.2%+3.5pp | 67.7%+18.1pp |
| Annual return | 16.81% | 135.02%-118.2pp | 419.75%-402.9pp | 35.65%-18.8pp |
| Employer contribution / active EE | $5,451 | $3,716+46.7% | $4,936+10.4% | $2,756+97.8% |
| Participant deferral / active EE | $5,256 | $6,649-20.9% | $8,071-34.9% | $4,299+22.3% |
| Admin fee / account holder | $3,365 | $7,957-57.7% | $13,005-74.1% | $6,940-51.5% |