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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 | $26,690 | $149,040-82.1% | $120,225-77.8% | $137,256-80.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.44% | 605.68%-586.2pp | 439.23%-419.8pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,814 | $4,350-35.3% | $3,475-19.0% | $4,156-32.3% |
| Participant deferral / active EE | $4,522 | $4,655-2.8% | $3,999+13.1% | $6,407-29.4% |
| Admin fee / account holder | $378 | $6,348-94.0% | $5,696-93.4% | $12,270-96.9% |