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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 | $52,658 | $106,008-50.3% | $92,240-42.9% | $147,586-64.3% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.5%+16.9pp | 82.8%+10.5pp |
| Annual return | 10.61% | 50.05%-39.4pp | 176.29%-165.7pp | 578.59%-568.0pp |
| Employer contribution / active EE | $3,208 | $4,333-26.0% | $3,680-12.8% | $4,876-34.2% |
| Participant deferral / active EE | $2,064 | $4,478-53.9% | $3,897-47.0% | $5,439-62.1% |
| Admin fee / account holder | $16,294 | $6,333+157.3% | $5,194+213.7% | $10,886+49.7% |