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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 | $22,947 | $115,917-80.2% | $100,535-77.2% | $158,982-85.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 148.67% | 34.80%+113.9pp | 30.90%+117.8pp | 302.99%-154.3pp |
| Employer contribution / active EE | $1,984 | $4,105-51.7% | $3,419-42.0% | $4,763-58.3% |
| Participant deferral / active EE | $4,854 | $6,677-27.3% | $6,271-22.6% | $5,983-18.9% |
| Admin fee / account holder | $2,836 | $11,002-74.2% | $8,085-64.9% | $11,252-74.8% |