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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 | $40,826 | $102,429-60.1% | $147,096-72.2% | $80,925-49.6% |
| Participation rate | 98.5% | 75.9%+22.6pp | 82.2%+16.3pp | 67.7%+30.8pp |
| Annual return | 21.22% | 135.02%-113.8pp | 419.75%-398.5pp | 35.65%-14.4pp |
| Employer contribution / active EE | $3,057 | $3,716-17.7% | $4,936-38.1% | $2,756+10.9% |
| Participant deferral / active EE | $4,629 | $6,649-30.4% | $8,071-42.6% | $4,299+7.7% |
| Admin fee / account holder | $1,553 | $7,957-80.5% | $13,005-88.1% | $6,940-77.6% |