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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 | $29,368 | $57,305-48.8% | $86,640-66.1% | $75,173-60.9% |
| Participation rate | 78.1% | 63.2%+14.9pp | 71.7%+6.4pp | 67.2%+10.9pp |
| Annual return | 24.80% | 2674.24%-2649.4pp | 592.52%-567.7pp | 160.72%-135.9pp |
| Employer contribution / active EE | $4,550 | $2,316+96.5% | $3,024+50.5% | $2,671+70.4% |
| Participant deferral / active EE | $7,071 | $3,320+113.0% | $4,438+59.3% | $4,126+71.4% |
| Admin fee / account holder | $1,653 | $4,116-59.8% | $5,616-70.6% | $5,651-70.7% |