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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 | $38,522 | $149,040-74.2% | $120,225-68.0% | $137,256-71.9% |
| Participation rate | 82.6% | 75.4%+7.2pp | 69.6%+13.0pp | 80.0%+2.6pp |
| Annual return | 14.68% | 605.68%-591.0pp | 439.23%-424.6pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,466 | $4,350-66.3% | $3,475-57.8% | $4,156-64.7% |
| Participant deferral / active EE | $3,656 | $4,655-21.5% | $3,999-8.6% | $6,407-42.9% |
| Admin fee / account holder | $3,001 | $6,348-52.7% | $5,696-47.3% | $12,270-75.5% |