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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 | $69,749 | $70,666-1.3% | $169,385-58.8% | $75,181-7.2% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 19.91% | 36.37%-16.5pp | 405.82%-385.9pp | 160.69%-140.8pp |
| Employer contribution / active EE | $5,683 | $2,210+157.1% | $4,012+41.7% | $2,671+112.8% |
| Participant deferral / active EE | $12,618 | $4,308+192.9% | $6,221+102.8% | $4,126+205.8% |
| Admin fee / account holder | $7,167 | $5,402+32.7% | $9,011-20.5% | $5,650+26.9% |