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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 | $39,047 | $99,079-60.6% | $78,002-49.9% | $273,972-85.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.90% | 217.93%-211.0pp | 425.99%-419.1pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,818 | $3,308-45.0% | $2,470-26.4% | $4,869-62.7% |
| Participant deferral / active EE | $5,239 | $4,306+21.7% | $3,497+49.8% | $5,287-0.9% |
| Admin fee / account holder | $4,740 | $8,954-47.1% | $5,481-13.5% | $10,133-53.2% |