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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 | $34,315 | $106,008-67.6% | $92,240-62.8% | $147,586-76.7% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 23.51% | 50.05%-26.5pp | 176.29%-152.8pp | 578.59%-555.1pp |
| Employer contribution / active EE | $2,484 | $4,333-42.7% | $3,680-32.5% | $4,876-49.1% |
| Participant deferral / active EE | $9,467 | $4,478+111.4% | $3,897+142.9% | $5,439+74.1% |
| Admin fee / account holder | $422 | $6,333-93.3% | $5,194-91.9% | $10,886-96.1% |