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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 | $25,087 | $105,145-76.1% | $94,664-73.5% | $139,466-82.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 24.58% | 38.09%-13.5pp | 156.84%-132.3pp | 373.66%-349.1pp |
| Employer contribution / active EE | $2,842 | $4,107-30.8% | $3,673-22.6% | $4,754-40.2% |
| Participant deferral / active EE | $9,069 | $7,599+19.4% | $7,417+22.3% | $6,712+35.1% |
| Admin fee / account holder | $1,050 | $8,972-88.3% | $7,222-85.5% | $11,409-90.8% |