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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 | $42,135 | $96,678-56.4% | $86,640-51.4% | $139,466-69.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.84% | 106.69%-94.8pp | 592.52%-580.7pp | 373.66%-361.8pp |
| Employer contribution / active EE | $4,040 | $3,265+23.7% | $3,024+33.6% | $4,754-15.0% |
| Participant deferral / active EE | $4,926 | $4,837+1.8% | $4,438+11.0% | $6,712-26.6% |
| Admin fee / account holder | $1,404 | $6,410-78.1% | $5,616-75.0% | $11,409-87.7% |