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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 | $43,993 | $99,652-55.9% | $78,778-44.2% | $147,586-70.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.36% | 47.28%-33.9pp | 35.62%-22.3pp | 578.59%-565.2pp |
| Employer contribution / active EE | $1,610 | $2,796-42.4% | $1,986-18.9% | $4,876-67.0% |
| Participant deferral / active EE | $5,088 | $3,664+38.9% | $2,958+72.0% | $5,439-6.4% |
| Admin fee / account holder | $571 | $7,155-92.0% | $5,134-88.9% | $10,886-94.8% |