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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 | $27,602 | $73,421-62.4% | $66,439-58.5% | $155,188-82.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 11.61% | 1382.37%-1370.8pp | 757.66%-746.1pp | 148.84%-137.2pp |
| Employer contribution / active EE | $2,009 | $3,039-33.9% | $2,637-23.8% | $4,248-52.7% |
| Participant deferral / active EE | $2,083 | $4,680-55.5% | $3,876-46.3% | $6,531-68.1% |
| Admin fee / account holder | $8,215 | $8,856-7.2% | $6,173+33.1% | $14,480-43.3% |