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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 | $50,284 | $102,422-50.9% | $147,117-65.8% | $80,959-37.9% |
| Participation rate | 90.2% | 75.9%+14.3pp | 82.2%+8.0pp | 67.7%+22.5pp |
| Annual return | 175.23% | 135.16%+40.1pp | 420.54%-245.3pp | 35.67%+139.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $16,860 | $6,652+153.5% | $8,065+109.1% | $4,300+292.1% |
| Admin fee / account holder | $2,019 | $7,953-74.6% | $12,993-84.5% | $6,925-70.8% |