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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 | $41,887 | $106,005-60.5% | $92,239-54.6% | $147,585-71.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.44% | 50.05%-29.6pp | 176.29%-155.9pp | 578.58%-558.1pp |
| Employer contribution / active EE | $7,522 | $4,333+73.6% | $3,680+104.4% | $4,876+54.3% |
| Participant deferral / active EE | $4,705 | $4,478+5.1% | $3,897+20.7% | $5,439-13.5% |
| Admin fee / account holder | $628 | $6,333-90.1% | $5,194-87.9% | $10,886-94.2% |