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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 | $40,928 | $76,519-46.5% | $56,025-26.9% | $145,897-71.9% |
| Participation rate | 81.0% | 63.2%+17.7pp | 52.5%+28.4pp | 80.3%+0.6pp |
| Annual return | 16.16% | 3017.03%-3000.9pp | 1712.69%-1696.5pp | 552.29%-536.1pp |
| Employer contribution / active EE | $1,602 | $1,383+15.8% | $1,042+53.8% | $4,663-65.6% |
| Participant deferral / active EE | $5,343 | $2,624+103.6% | $1,955+173.4% | $6,689-20.1% |
| Admin fee / account holder | $4,587 | $3,331+37.7% | $2,828+62.2% | $13,390-65.7% |