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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 | $61,839 | $93,598-33.9% | $135,974-54.5% | $75,173-17.7% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 67.2%+22.8pp |
| Annual return | 107.18% | 30.89%+76.3pp | 68.30%+38.9pp | 160.72%-53.5pp |
| Employer contribution / active EE | $7,608 | $3,538+115.0% | $4,859+56.6% | $2,671+184.8% |
| Participant deferral / active EE | $14,922 | $6,405+133.0% | $7,760+92.3% | $4,126+261.6% |
| Admin fee / account holder | $2,836 | $6,978-59.4% | $10,767-73.7% | $5,651-49.8% |