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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 | $55,081 | $102,382-46.2% | $147,005-62.5% | $80,874-31.9% |
| Participation rate | 97.7% | 75.8%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 28.59% | 134.89%-106.3pp | 418.76%-390.2pp | 35.62%-7.0pp |
| Employer contribution / active EE | $7,709 | $3,715+107.5% | $4,934+56.2% | $2,756+179.8% |
| Participant deferral / active EE | $14,520 | $6,646+118.5% | $8,070+79.9% | $4,297+237.9% |
| Admin fee / account holder | $11,308 | $7,942+42.4% | $13,006-13.1% | $6,935+63.0% |