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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 | $51,391 | $57,330-10.4% | $86,656-40.7% | $75,177-31.6% |
| Participation rate | 96.6% | 63.2%+33.4pp | 71.7%+24.9pp | 67.2%+29.4pp |
| Annual return | 14.76% | 2675.40%-2660.6pp | 593.09%-578.3pp | 160.75%-146.0pp |
| Employer contribution / active EE | $5,932 | $2,316+156.1% | $3,025+96.1% | $2,671+122.1% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,088 | $4,115-73.6% | $5,619-80.6% | $5,651-80.7% |