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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 | $20,002 | $63,346-68.4% | $92,240-78.3% | $70,126-71.5% |
| Participation rate | 78.4% | 68.7%+9.7pp | 76.5%+1.9pp | 69.5%+8.8pp |
| Annual return | 16.92% | 530.19%-513.3pp | 176.29%-159.4pp | 73.15%-56.2pp |
| Employer contribution / active EE | $3,559 | $2,471+44.0% | $3,680-3.3% | $2,343+51.9% |
| Participant deferral / active EE | $1,403 | $2,854-50.8% | $3,897-64.0% | $3,332-57.9% |
| Admin fee / account holder | $566 | $3,841-85.3% | $5,194-89.1% | $4,645-87.8% |