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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 | $19,443 | $96,678-79.9% | $86,640-77.6% | $139,466-86.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.66% | 106.69%-81.0pp | 592.52%-566.9pp | 373.66%-348.0pp |
| Employer contribution / active EE | $2,462 | $3,265-24.6% | $3,024-18.6% | $4,754-48.2% |
| Participant deferral / active EE | $7,542 | $4,837+55.9% | $4,438+69.9% | $6,712+12.4% |
| Admin fee / account holder | $1,130 | $6,410-82.4% | $5,616-79.9% | $11,409-90.1% |