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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 | $65,043 | $80,812-19.5% | $160,784-59.5% | $82,448-21.1% |
| Participation rate | 87.1% | 66.2%+20.9pp | 77.0%+10.1pp | 68.1%+19.0pp |
| Annual return | 16.08% | 100.59%-84.5pp | 1803.92%-1787.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $3,831 | $2,174+76.2% | $3,733+2.6% | $2,551+50.2% |
| Participant deferral / active EE | $8,844 | $4,335+104.0% | $6,293+40.5% | $4,139+113.7% |
| Admin fee / account holder | $4,372 | $7,695-43.2% | $9,717-55.0% | $7,234-39.6% |