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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 | $29,480 | $49,896-40.9% | $80,627-63.4% | $75,173-60.8% |
| Participation rate | 94.6% | 55.3%+39.3pp | 67.0%+27.6pp | 67.2%+27.4pp |
| Annual return | 14.33% | 34.67%-20.3pp | 936.76%-922.4pp | 160.72%-146.4pp |
| Employer contribution / active EE | $7,102 | $1,699+318.1% | $2,723+160.8% | $2,671+165.9% |
| Participant deferral / active EE | $3,544 | $2,992+18.5% | $4,443-20.2% | $4,126-14.1% |
| Admin fee / account holder | $620 | $3,578-82.7% | $5,381-88.5% | $5,651-89.0% |