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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 | $28,067 | $102,385-72.6% | $147,080-80.9% | $80,935-65.3% |
| Participation rate | 79.0% | 75.9%+3.2pp | 82.2%-3.2pp | 67.7%+11.4pp |
| Annual return | 41.43% | 135.09%-93.7pp | 420.17%-378.7pp | 35.66%+5.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,911 | $6,651+34.0% | $8,066+10.5% | $4,299+107.3% |
| Admin fee / account holder | $2,706 | $7,951-66.0% | $12,989-79.2% | $6,924-60.9% |