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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 | $34,480 | $65,440-47.3% | $98,506-65.0% | $85,851-59.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 16.24% | 21.75%-5.5pp | 1494.92%-1478.7pp | 318.63%-302.4pp |
| Employer contribution / active EE | $3,677 | $2,169+69.5% | $2,961+24.2% | $2,565+43.3% |
| Participant deferral / active EE | $4,601 | $3,168+45.2% | $4,277+7.6% | $3,952+16.4% |
| Admin fee / account holder | $1,883 | $4,596-59.0% | $5,955-68.4% | $6,261-69.9% |