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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 | $33,190 | $102,422-67.6% | $147,117-77.4% | $80,959-59.0% |
| Participation rate | 94.9% | 75.9%+19.0pp | 82.2%+12.7pp | 67.7%+27.2pp |
| Annual return | 21.21% | 135.16%-114.0pp | 420.54%-399.3pp | 35.67%-14.5pp |
| Employer contribution / active EE | $7,315 | $3,717+96.8% | $4,932+48.3% | $2,757+165.3% |
| Participant deferral / active EE | $10,516 | $6,652+58.1% | $8,065+30.4% | $4,300+144.5% |
| Admin fee / account holder | $3,040 | $7,953-61.8% | $12,993-76.6% | $6,925-56.1% |