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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 | $64,661 | $111,785-42.2% | $93,669-31.0% | $145,877-55.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.35% | 203.79%-195.4pp | 133.59%-125.2pp | 551.28%-542.9pp |
| Employer contribution / active EE | $2,600 | $3,096-16.0% | $2,424+7.3% | $4,663-44.2% |
| Participant deferral / active EE | $5,737 | $4,919+16.6% | $4,416+29.9% | $6,691-14.3% |
| Admin fee / account holder | $30,522 | $10,256+197.6% | $8,291+268.1% | $13,402+127.7% |