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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 | $25,492 | $96,678-73.6% | $86,640-70.6% | $139,466-81.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 28.85% | 106.69%-77.8pp | 592.52%-563.7pp | 373.66%-344.8pp |
| Employer contribution / active EE | $1,047 | $3,265-67.9% | $3,024-65.4% | $4,754-78.0% |
| Participant deferral / active EE | $12,873 | $4,837+166.2% | $4,438+190.0% | $6,712+91.8% |
| Admin fee / account holder | $362 | $6,410-94.3% | $5,616-93.5% | $11,409-96.8% |