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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 | $16,810 | $102,595-83.6% | $94,057-82.1% | $154,746-89.1% |
| Participation rate | 95.7% | 76.0%+19.7pp | 73.3%+22.3pp | 80.7%+15.0pp |
| Annual return | 44.18% | 583.42%-539.2pp | 480.62%-436.4pp | 172.34%-128.2pp |
| Employer contribution / active EE | $2,446 | $3,147-22.3% | $2,933-16.6% | $4,379-44.2% |
| Participant deferral / active EE | $4,189 | $5,118-18.2% | $4,709-11.1% | $6,730-37.8% |
| Admin fee / account holder | $6,305 | $7,736-18.5% | $7,244-13.0% | $14,365-56.1% |