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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 | $67,708 | $102,382-33.9% | $147,005-53.9% | $80,874-16.3% |
| Participation rate | 97.0% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 17.64% | 134.89%-117.3pp | 418.76%-401.1pp | 35.62%-18.0pp |
| Employer contribution / active EE | $6,955 | $3,715+87.2% | $4,934+41.0% | $2,756+152.4% |
| Participant deferral / active EE | $17,008 | $6,646+155.9% | $8,070+110.8% | $4,297+295.8% |
| Admin fee / account holder | $4,180 | $7,942-47.4% | $13,006-67.9% | $6,935-39.7% |