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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 | $44,384 | $102,393-56.7% | $147,041-69.8% | $80,911-45.1% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.6%+10.1pp |
| Annual return | 14.99% | 134.95%-120.0pp | 419.21%-404.2pp | 35.63%-20.6pp |
| Employer contribution / active EE | $4,682 | $3,715+26.0% | $4,935-5.1% | $2,756+69.9% |
| Participant deferral / active EE | $14,158 | $6,647+113.0% | $8,071+75.4% | $4,297+229.5% |
| Admin fee / account holder | $6,870 | $7,943-13.5% | $13,006-47.2% | $6,935-0.9% |