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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 | $27,862 | $99,079-71.9% | $78,002-64.3% | $273,972-89.8% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 2.16% | 217.93%-215.8pp | 425.99%-423.8pp | 41.46%-39.3pp |
| Employer contribution / active EE | $1,935 | $3,308-41.5% | $2,470-21.7% | $4,869-60.3% |
| Participant deferral / active EE | $10,211 | $4,306+137.1% | $3,497+192.0% | $5,287+93.1% |
| Admin fee / account holder | $475 | $8,954-94.7% | $5,481-91.3% | $10,133-95.3% |