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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 | $30,375 | $106,001-71.3% | $92,235-67.1% | $147,585-79.4% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 14.68% | 50.05%-35.4pp | 176.28%-161.6pp | 578.56%-563.9pp |
| Employer contribution / active EE | $8,678 | $4,333+100.3% | $3,679+135.9% | $4,876+78.0% |
| Participant deferral / active EE | $5,387 | $4,478+20.3% | $3,897+38.2% | $5,439-1.0% |
| Admin fee / account holder | $859 | $6,332-86.4% | $5,194-83.5% | $10,885-92.1% |