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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 | $31,980 | $27,936+14.5% | $58,561-45.4% | $75,173-57.5% |
| Participation rate | 92.6% | 38.8%+53.7pp | 50.9%+41.7pp | 67.2%+25.4pp |
| Annual return | 115.69% | 44.21%+71.5pp | 4251.33%-4135.6pp | 160.72%-45.0pp |
| Employer contribution / active EE | $3,160 | $670+372.0% | $1,053+200.0% | $2,671+18.3% |
| Participant deferral / active EE | $3,131 | $1,202+160.5% | $1,923+62.8% | $4,126-24.1% |
| Admin fee / account holder | $1,046 | $1,727-39.4% | $2,520-58.5% | $5,651-81.5% |