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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 | $35,069 | $102,393-65.8% | $147,041-76.2% | $80,911-56.7% |
| Participation rate | 94.6% | 75.9%+18.7pp | 82.2%+12.4pp | 67.6%+26.9pp |
| Annual return | 11.87% | 134.95%-123.1pp | 419.21%-407.3pp | 35.63%-23.8pp |
| Employer contribution / active EE | $3,459 | $3,715-6.9% | $4,935-29.9% | $2,756+25.5% |
| Participant deferral / active EE | $9,033 | $6,647+35.9% | $8,071+11.9% | $4,297+110.2% |
| Admin fee / account holder | $10,640 | $7,943+34.0% | $13,006-18.2% | $6,935+53.4% |