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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 | $39,094 | $65,566-40.4% | $86,235-54.7% | $75,177-48.0% |
| Participation rate | 98.6% | 60.5%+38.1pp | 69.0%+29.6pp | 67.2%+31.3pp |
| Annual return | 15.28% | 46.07%-30.8pp | 1170.03%-1154.8pp | 160.75%-145.5pp |
| Employer contribution / active EE | $3,476 | $1,553+123.8% | $2,381+46.0% | $2,671+30.1% |
| Participant deferral / active EE | $2,901 | $3,023-4.1% | $3,987-27.2% | $4,126-29.7% |
| Admin fee / account holder | $1,237 | $5,470-77.4% | $6,856-82.0% | $5,651-78.1% |