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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 | $31,247 | $110,093-71.6% | $97,295-67.9% | $145,897-78.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 30.41% | 244.76%-214.4pp | 75.62%-45.2pp | 552.29%-521.9pp |
| Employer contribution / active EE | $999 | $3,077-67.5% | $2,723-63.3% | $4,663-78.6% |
| Participant deferral / active EE | $3,231 | $4,678-30.9% | $4,264-24.2% | $6,689-51.7% |
| Admin fee / account holder | $4,339 | $6,212-30.2% | $5,646-23.1% | $13,390-67.6% |