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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 | $45,066 | $102,393-56.0% | $147,041-69.4% | $80,911-44.3% |
| Participation rate | 88.2% | 75.9%+12.4pp | 82.2%+6.1pp | 67.6%+20.6pp |
| Annual return | 15.88% | 134.95%-119.1pp | 419.21%-403.3pp | 35.63%-19.8pp |
| Employer contribution / active EE | $5,882 | $3,715+58.3% | $4,935+19.2% | $2,756+113.5% |
| Participant deferral / active EE | $6,516 | $6,647-2.0% | $8,071-19.3% | $4,297+51.6% |
| Admin fee / account holder | $2,062 | $7,943-74.0% | $13,006-84.1% | $6,935-70.3% |