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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 | $34,261 | $102,393-66.5% | $147,041-76.7% | $80,911-57.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 26.82% | 134.95%-108.1pp | 419.21%-392.4pp | 35.63%-8.8pp |
| Employer contribution / active EE | $7,153 | $3,715+92.5% | $4,935+44.9% | $2,756+159.6% |
| Participant deferral / active EE | $16,307 | $6,647+145.3% | $8,071+102.0% | $4,297+279.5% |
| Admin fee / account holder | $7,743 | $7,943-2.5% | $13,006-40.5% | $6,935+11.7% |