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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 | $58,736 | $96,678-39.2% | $86,640-32.2% | $139,466-57.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.26% | 106.69%-81.4pp | 592.52%-567.3pp | 373.66%-348.4pp |
| Employer contribution / active EE | $526 | $3,265-83.9% | $3,024-82.6% | $4,754-88.9% |
| Participant deferral / active EE | $1,446 | $4,837-70.1% | $4,438-67.4% | $6,712-78.5% |
| Admin fee / account holder | $2,375 | $6,410-63.0% | $5,616-57.7% | $11,409-79.2% |