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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 | $43,547 | $96,643-54.9% | $86,617-49.7% | $139,456-68.8% |
| Participation rate | 92.9% | 74.4%+18.5pp | 71.7%+21.2pp | 80.3%+12.5pp |
| Annual return | 19.81% | 106.57%-86.8pp | 591.91%-572.1pp | 373.45%-353.6pp |
| Employer contribution / active EE | $3,998 | $3,264+22.5% | $3,023+32.2% | $4,753-15.9% |
| Participant deferral / active EE | $7,678 | $4,835+58.8% | $4,437+73.0% | $6,711+14.4% |
| Admin fee / account holder | $483 | $6,406-92.5% | $5,613-91.4% | $11,407-95.8% |