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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 | $32,330 | $60,128-46.2% | $90,440-64.3% | $79,852-59.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 28.14% | 71.95%-43.8pp | 1294.38%-1266.2pp | 31.72%-3.6pp |
| Employer contribution / active EE | $1,639 | $2,068-20.8% | $3,263-49.8% | $2,471-33.7% |
| Participant deferral / active EE | $2,934 | $2,939-0.2% | $3,964-26.0% | $3,740-21.6% |
| Admin fee / account holder | $6,817 | $3,977+71.4% | $5,615+21.4% | $5,306+28.5% |