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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 | $17,067 | $106,008-83.9% | $92,240-81.5% | $147,586-88.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.77% | 50.05%-27.3pp | 176.29%-153.5pp | 578.59%-555.8pp |
| Employer contribution / active EE | $1,369 | $4,333-68.4% | $3,680-62.8% | $4,876-71.9% |
| Participant deferral / active EE | $4,552 | $4,478+1.7% | $3,897+16.8% | $5,439-16.3% |
| Admin fee / account holder | $607 | $6,333-90.4% | $5,194-88.3% | $10,886-94.4% |