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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 | $24,266 | $114,093-78.7% | $96,171-74.8% | $167,536-85.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 9.81% | 190.00%-180.2pp | 192.04%-182.2pp | 478.82%-469.0pp |
| Employer contribution / active EE | $2,834 | $3,429-17.4% | $2,799+1.3% | $4,839-41.4% |
| Participant deferral / active EE | $4,520 | $5,197-13.0% | $4,350+3.9% | $6,342-28.7% |
| Admin fee / account holder | $27,545 | $6,899+299.2% | $5,538+397.4% | $12,315+123.7% |