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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 | $28,390 | $103,000-72.4% | $90,300-68.6% | $152,885-81.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.86% | 95.19%-74.3pp | 78.11%-57.3pp | 345.39%-324.5pp |
| Employer contribution / active EE | $1,841 | $3,138-41.3% | $2,854-35.5% | $4,763-61.4% |
| Participant deferral / active EE | $4,491 | $4,281+4.9% | $3,884+15.6% | $5,851-23.2% |
| Admin fee / account holder | $888 | $6,173-85.6% | $5,353-83.4% | $11,598-92.3% |