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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 | $21,267 | $108,701-80.4% | $74,723-71.5% | $152,909-86.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 15.20% | 114.12%-98.9pp | 753.18%-738.0pp | 345.46%-330.3pp |
| Employer contribution / active EE | $3,082 | $1,504+104.9% | $1,084+184.3% | $4,764-35.3% |
| Participant deferral / active EE | $4,637 | $2,709+71.2% | $1,962+136.4% | $5,851-20.8% |
| Admin fee / account holder | $2,658 | $4,906-45.8% | $3,335-20.3% | $11,601-77.1% |