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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 | $66,518 | $85,766-22.4% | $136,298-51.2% | $70,126-5.1% |
| Participation rate | 96.7% | 74.2%+22.5pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 18.57% | 31.46%-12.9pp | 5156.27%-5137.7pp | 73.15%-54.6pp |
| Employer contribution / active EE | $5,670 | $2,966+91.2% | $4,696+20.8% | $2,343+142.1% |
| Participant deferral / active EE | $6,501 | $5,051+28.7% | $6,247+4.1% | $3,332+95.1% |
| Admin fee / account holder | $17,411 | $5,421+221.2% | $9,244+88.4% | $4,645+274.8% |