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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 | $19,819 | $70,121-71.7% | $63,803-68.9% | $138,895-85.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 21.23% | 946.48%-925.2pp | 543.72%-522.5pp | 145.39%-124.2pp |
| Employer contribution / active EE | $3,473 | $2,882+20.5% | $2,532+37.2% | $4,194-17.2% |
| Participant deferral / active EE | $4,894 | $4,535+7.9% | $3,843+27.3% | $6,396-23.5% |
| Admin fee / account holder | $1,181 | $6,738-82.5% | $5,196-77.3% | $12,562-90.6% |