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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 | $44,597 | $102,663-56.6% | $86,216-48.3% | $139,466-68.0% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 16.84% | 1924.52%-1907.7pp | 1169.42%-1152.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $10,480 | $3,035+245.4% | $2,382+340.1% | $4,754+120.4% |
| Participant deferral / active EE | $3,537 | $4,677-24.4% | $3,986-11.3% | $6,712-47.3% |
| Admin fee / account holder | $7,766 | $8,663-10.3% | $6,853+13.3% | $11,409-31.9% |