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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 | $43,715 | $60,128-27.3% | $90,440-51.7% | $79,852-45.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.32% | 71.95%-56.6pp | 1294.38%-1279.1pp | 31.72%-16.4pp |
| Employer contribution / active EE | $4,146 | $2,068+100.4% | $3,263+27.1% | $2,471+67.8% |
| Participant deferral / active EE | $6,096 | $2,939+107.4% | $3,964+53.8% | $3,740+63.0% |
| Admin fee / account holder | $2,679 | $3,977-32.6% | $5,615-52.3% | $5,306-49.5% |