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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 | $14,178 | $49,891-71.6% | $80,607-82.4% | $75,181-81.1% |
| Participation rate | 89.7% | 55.3%+34.3pp | 67.0%+22.6pp | 67.2%+22.5pp |
| Annual return | 20.27% | 34.67%-14.4pp | 936.11%-915.8pp | 160.69%-140.4pp |
| Employer contribution / active EE | $3,148 | $1,698+85.3% | $2,724+15.5% | $2,671+17.9% |
| Participant deferral / active EE | $3,770 | $2,991+26.0% | $4,448-15.2% | $4,126-8.6% |
| Admin fee / account holder | $1,012 | $3,578-71.7% | $5,379-81.2% | $5,650-82.1% |