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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 | $48,044 | $106,008-54.7% | $92,240-47.9% | $147,586-67.4% |
| Participation rate | 95.7% | 80.4%+15.2pp | 76.5%+19.2pp | 82.8%+12.8pp |
| Annual return | 17.39% | 50.05%-32.7pp | 176.29%-158.9pp | 578.59%-561.2pp |
| Employer contribution / active EE | $2,371 | $4,333-45.3% | $3,680-35.6% | $4,876-51.4% |
| Participant deferral / active EE | $4,772 | $4,478+6.6% | $3,897+22.5% | $5,439-12.3% |
| Admin fee / account holder | $12,158 | $6,333+92.0% | $5,194+134.1% | $10,886+11.7% |