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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 | $11,505 | $149,040-92.3% | $120,225-90.4% | $137,256-91.6% |
| Participation rate | 88.2% | 75.4%+12.8pp | 69.6%+18.7pp | 80.0%+8.3pp |
| Annual return | 16.19% | 605.68%-589.5pp | 439.23%-423.0pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,994 | $4,350-54.2% | $3,475-42.6% | $4,156-52.0% |
| Participant deferral / active EE | $3,579 | $4,655-23.1% | $3,999-10.5% | $6,407-44.1% |
| Admin fee / account holder | $7,205 | $6,348+13.5% | $5,696+26.5% | $12,270-41.3% |