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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 | $39,834 | $102,422-61.1% | $147,117-72.9% | $80,959-50.8% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+29.9pp |
| Annual return | 15.87% | 135.16%-119.3pp | 420.54%-404.7pp | 35.67%-19.8pp |
| Employer contribution / active EE | $3,023 | $3,717-18.7% | $4,932-38.7% | $2,757+9.7% |
| Participant deferral / active EE | $10,487 | $6,652+57.6% | $8,065+30.0% | $4,300+143.9% |
| Admin fee / account holder | $781 | $7,953-90.2% | $12,993-94.0% | $6,925-88.7% |