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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 | $22,740 | $96,691-76.5% | $86,656-73.8% | $139,487-83.7% |
| Participation rate | 95.7% | 74.4%+21.2pp | 71.7%+23.9pp | 80.3%+15.3pp |
| Annual return | 15.91% | 106.87%-91.0pp | 593.09%-577.2pp | 373.84%-357.9pp |
| Employer contribution / active EE | $2,898 | $3,267-11.3% | $3,025-4.2% | $4,755-39.1% |
| Participant deferral / active EE | $2,472 | $4,838-48.9% | $4,439-44.3% | $6,713-63.2% |
| Admin fee / account holder | $5,344 | $6,414-16.7% | $5,619-4.9% | $11,407-53.2% |