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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 | $36,246 | $104,953-65.5% | $84,637-57.2% | $152,909-76.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 20.49% | 373.94%-353.5pp | 258.82%-238.3pp | 345.46%-325.0pp |
| Employer contribution / active EE | $8,413 | $3,304+154.6% | $2,653+217.1% | $4,764+76.6% |
| Participant deferral / active EE | $7,590 | $4,691+61.8% | $3,900+94.6% | $5,851+29.7% |
| Admin fee / account holder | $450 | $6,244-92.8% | $4,914-90.9% | $11,601-96.1% |