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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 | $23,198 | $65,566-64.6% | $86,235-73.1% | $75,177-69.1% |
| Participation rate | 70.4% | 60.5%+9.9pp | 69.0%+1.4pp | 67.2%+3.2pp |
| Annual return | 31.21% | 46.07%-14.9pp | 1170.03%-1138.8pp | 160.75%-129.5pp |
| Employer contribution / active EE | $1,098 | $1,553-29.3% | $2,381-53.9% | $2,671-58.9% |
| Participant deferral / active EE | $1,482 | $3,023-51.0% | $3,987-62.8% | $4,126-64.1% |
| Admin fee / account holder | $2,956 | $5,470-46.0% | $6,856-56.9% | $5,651-47.7% |