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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 | $25,129 | $39,798-36.9% | $67,704-62.9% | $59,633-57.9% |
| Participation rate | 96.8% | 57.4%+39.4pp | 67.5%+29.3pp | 68.7%+28.1pp |
| Annual return | 72.04% | 89.94%-17.9pp | 25.41%+46.6pp | 2041.45%-1969.4pp |
| Employer contribution / active EE | $6,084 | $1,393+336.8% | $2,559+137.7% | $2,203+176.2% |
| Participant deferral / active EE | $1,778 | $2,335-23.9% | $3,585-50.4% | $3,192-44.3% |
| Admin fee / account holder | $790 | $3,212-75.4% | $4,255-81.4% | $4,297-81.6% |