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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 | $37,666 | $96,691-61.0% | $86,656-56.5% | $139,487-73.0% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 20.73% | 106.87%-86.1pp | 593.09%-572.4pp | 373.84%-353.1pp |
| Employer contribution / active EE | $3,957 | $3,267+21.1% | $3,025+30.8% | $4,755-16.8% |
| Participant deferral / active EE | $10,013 | $4,838+107.0% | $4,439+125.6% | $6,713+49.2% |
| Admin fee / account holder | $1,119 | $6,414-82.6% | $5,619-80.1% | $11,407-90.2% |