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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 | $31,725 | $106,005-70.1% | $92,239-65.6% | $147,585-78.5% |
| Participation rate | 93.8% | 80.4%+13.3pp | 76.5%+17.3pp | 82.8%+10.9pp |
| Annual return | 12.69% | 50.05%-37.4pp | 176.29%-163.6pp | 578.58%-565.9pp |
| Employer contribution / active EE | $1,157 | $4,333-73.3% | $3,680-68.5% | $4,876-76.3% |
| Participant deferral / active EE | $3,875 | $4,478-13.5% | $3,897-0.6% | $5,439-28.7% |
| Admin fee / account holder | $11,108 | $6,333+75.4% | $5,194+113.9% | $10,886+2.0% |