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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 | $47,077 | $102,385-54.0% | $147,080-68.0% | $80,935-41.8% |
| Participation rate | 91.4% | 75.9%+15.6pp | 82.2%+9.2pp | 67.7%+23.8pp |
| Annual return | 16.93% | 135.09%-118.2pp | 420.17%-403.2pp | 35.66%-18.7pp |
| Employer contribution / active EE | $6,216 | $3,717+67.2% | $4,933+26.0% | $2,757+125.5% |
| Participant deferral / active EE | $15,185 | $6,651+128.3% | $8,066+88.3% | $4,299+253.2% |
| Admin fee / account holder | $4,371 | $7,951-45.0% | $12,989-66.3% | $6,924-36.9% |