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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 | $44,383 | $109,872-59.6% | $98,483-54.9% | $167,536-73.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.73% | 1959.31%-1944.6pp | 1494.38%-1479.6pp | 478.82%-464.1pp |
| Employer contribution / active EE | $2,620 | $3,225-18.8% | $2,961-11.5% | $4,839-45.9% |
| Participant deferral / active EE | $21,570 | $4,673+361.6% | $4,276+404.4% | $6,342+240.1% |
| Admin fee / account holder | $466 | $6,757-93.1% | $5,953-92.2% | $12,315-96.2% |