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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 | $40,822 | $106,005-61.5% | $92,239-55.7% | $147,585-72.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.06% | 50.05%-29.0pp | 176.29%-155.2pp | 578.58%-557.5pp |
| Employer contribution / active EE | $2,457 | $4,333-43.3% | $3,680-33.2% | $4,876-49.6% |
| Participant deferral / active EE | $10,060 | $4,478+124.6% | $3,897+158.2% | $5,439+85.0% |
| Admin fee / account holder | $427 | $6,333-93.3% | $5,194-91.8% | $10,886-96.1% |