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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 | $42,923 | $96,643-55.6% | $86,617-50.4% | $139,456-69.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.73% | 106.57%-84.8pp | 591.91%-570.2pp | 373.45%-351.7pp |
| Employer contribution / active EE | $2,631 | $3,264-19.4% | $3,023-13.0% | $4,753-44.6% |
| Participant deferral / active EE | $3,615 | $4,835-25.2% | $4,437-18.5% | $6,711-46.1% |
| Admin fee / account holder | $8,420 | $6,406+31.4% | $5,613+50.0% | $11,407-26.2% |