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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 | $56,898 | $104,520-45.6% | $76,823-25.9% | $152,885-62.8% |
| Participation rate | 90.9% | 76.6%+14.3pp | 72.1%+18.8pp | 82.5%+8.5pp |
| Annual return | 16.10% | 1014.03%-997.9pp | 1166.42%-1150.3pp | 345.39%-329.3pp |
| Employer contribution / active EE | $682 | $3,117-78.1% | $2,302-70.4% | $4,763-85.7% |
| Participant deferral / active EE | $3,076 | $4,236-27.4% | $3,336-7.8% | $5,851-47.4% |
| Admin fee / account holder | $14,809 | $12,283+20.6% | $6,422+130.6% | $11,598+27.7% |