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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 | $38,362 | $65,555-41.5% | $86,216-55.5% | $75,173-49.0% |
| Participation rate | 76.6% | 60.5%+16.1pp | 69.0%+7.6pp | 67.2%+9.4pp |
| Annual return | 85.18% | 46.07%+39.1pp | 1169.42%-1084.2pp | 160.72%-75.5pp |
| Employer contribution / active EE | $4,415 | $1,553+184.2% | $2,382+85.4% | $2,671+65.3% |
| Participant deferral / active EE | $9,252 | $3,023+206.0% | $3,986+132.1% | $4,126+124.2% |
| Admin fee / account holder | $1,621 | $5,469-70.4% | $6,853-76.3% | $5,651-71.3% |