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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 | $25,744 | $49,976-48.5% | $66,674-61.4% | $82,637-68.8% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 46.67% | 39.09%+7.6pp | 321.24%-274.6pp | 53.51%-6.8pp |
| Employer contribution / active EE | $2,283 | $1,988+14.8% | $2,620-12.9% | $2,552-10.5% |
| Participant deferral / active EE | $3,773 | $2,847+32.5% | $4,084-7.6% | $4,126-8.6% |
| Admin fee / account holder | $1,928 | $4,594-58.0% | $5,098-62.2% | $7,339-73.7% |