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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 | $9,075 | $96,643-90.6% | $86,617-89.5% | $139,456-93.5% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 19.97% | 106.57%-86.6pp | 591.91%-571.9pp | 373.45%-353.5pp |
| Employer contribution / active EE | $1,358 | $3,264-58.4% | $3,023-55.1% | $4,753-71.4% |
| Participant deferral / active EE | $3,075 | $4,835-36.4% | $4,437-30.7% | $6,711-54.2% |
| Admin fee / account holder | $727 | $6,406-88.7% | $5,613-87.0% | $11,407-93.6% |