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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 | $102,422-33.9% | $147,117-54.0% | $80,959-16.4% |
| Participation rate | 97.0% | 75.9%+21.1pp | 82.2%+14.8pp | 67.7%+29.3pp |
| Annual return | 17.64% | 135.16%-117.5pp | 420.54%-402.9pp | 35.67%-18.0pp |
| Employer contribution / active EE | $6,955 | $3,717+87.1% | $4,932+41.0% | $2,757+152.3% |
| Participant deferral / active EE | $17,008 | $6,652+155.7% | $8,065+110.9% | $4,300+295.5% |
| Admin fee / account holder | $4,180 | $7,953-47.4% | $12,993-67.8% | $6,925-39.6% |