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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 | $27,751 | $106,008-73.8% | $92,240-69.9% | $147,586-81.2% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 14.09% | 50.05%-36.0pp | 176.29%-162.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $1,912 | $4,333-55.9% | $3,680-48.0% | $4,876-60.8% |
| Participant deferral / active EE | $2,773 | $4,478-38.1% | $3,897-28.8% | $5,439-49.0% |
| Admin fee / account holder | $689 | $6,333-89.1% | $5,194-86.7% | $10,886-93.7% |