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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 | $42,670 | $90,691-52.9% | $76,119-43.9% | $145,884-70.8% |
| Participation rate | 87.0% | 74.5%+12.5pp | 69.1%+17.9pp | 80.3%+6.7pp |
| Annual return | 15.96% | 624.52%-608.6pp | 361.25%-345.3pp | 551.85%-535.9pp |
| Employer contribution / active EE | $4,921 | $3,329+47.8% | $2,693+82.8% | $4,662+5.5% |
| Participant deferral / active EE | $7,236 | $5,167+40.0% | $4,259+69.9% | $6,690+8.2% |
| Admin fee / account holder | $27,329 | $8,383+226.0% | $6,421+325.6% | $13,392+104.1% |