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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 | $31,627 | $102,635-69.2% | $86,209-63.3% | $139,456-77.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 24.09% | 1923.53%-1899.4pp | 1169.05%-1145.0pp | 373.45%-349.4pp |
| Employer contribution / active EE | $2,255 | $3,034-25.7% | $2,381-5.3% | $4,753-52.5% |
| Participant deferral / active EE | $5,968 | $4,677+27.6% | $3,986+49.7% | $6,711-11.1% |
| Admin fee / account holder | $393 | $8,661-95.5% | $6,853-94.3% | $11,407-96.6% |