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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 | $43,323 | $106,905-59.5% | $84,020-48.4% | $152,885-71.7% |
| Participation rate | 92.9% | 75.2%+17.6pp | 69.0%+23.8pp | 82.5%+10.4pp |
| Annual return | 19.44% | 105.00%-85.6pp | 71.31%-51.9pp | 345.39%-325.9pp |
| Employer contribution / active EE | $2,262 | $2,735-17.3% | $1,984+14.1% | $4,763-52.5% |
| Participant deferral / active EE | $5,713 | $4,012+42.4% | $3,239+76.4% | $5,851-2.4% |
| Admin fee / account holder | $61,360 | $8,287+640.5% | $6,101+905.7% | $11,598+429.1% |