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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 | $28,905 | $96,691-70.1% | $86,656-66.6% | $139,487-79.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.14% | 106.87%-89.7pp | 593.09%-576.0pp | 373.84%-356.7pp |
| Employer contribution / active EE | $2,304 | $3,267-29.5% | $3,025-23.8% | $4,755-51.5% |
| Participant deferral / active EE | $5,301 | $4,838+9.6% | $4,439+19.4% | $6,713-21.0% |
| Admin fee / account holder | $4,999 | $6,414-22.1% | $5,619-11.0% | $11,407-56.2% |