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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 | $35,028 | $102,393-65.8% | $147,041-76.2% | $80,911-56.7% |
| Participation rate | 98.4% | 75.9%+22.6pp | 82.2%+16.3pp | 67.6%+30.8pp |
| Annual return | 45.36% | 134.95%-89.6pp | 419.21%-373.8pp | 35.63%+9.7pp |
| Employer contribution / active EE | $6,705 | $3,715+80.5% | $4,935+35.9% | $2,756+143.3% |
| Participant deferral / active EE | $9,054 | $6,647+36.2% | $8,071+12.2% | $4,297+110.7% |
| Admin fee / account holder | $2,248 | $7,943-71.7% | $13,006-82.7% | $6,935-67.6% |