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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 | $36,497 | $106,008-65.6% | $92,240-60.4% | $147,586-75.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.88% | 50.05%-36.2pp | 176.29%-162.4pp | 578.59%-564.7pp |
| Employer contribution / active EE | $2,904 | $4,333-33.0% | $3,680-21.1% | $4,876-40.4% |
| Participant deferral / active EE | $2,714 | $4,478-39.4% | $3,897-30.3% | $5,439-50.1% |
| Admin fee / account holder | $868 | $6,333-86.3% | $5,194-83.3% | $10,886-92.0% |