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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 | $50,641 | $96,678-47.6% | $86,640-41.6% | $139,466-63.7% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.6pp |
| Annual return | 17.93% | 106.69%-88.8pp | 592.52%-574.6pp | 373.66%-355.7pp |
| Employer contribution / active EE | $14,818 | $3,265+353.8% | $3,024+389.9% | $4,754+211.7% |
| Participant deferral / active EE | $2,667 | $4,837-44.9% | $4,438-39.9% | $6,712-60.3% |
| Admin fee / account holder | $17,119 | $6,410+167.1% | $5,616+204.8% | $11,409+50.1% |