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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 | $34,980 | $100,203-65.1% | $85,240-59.0% | $145,897-76.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.44% | 84.28%-68.8pp | 66.75%-51.3pp | 552.29%-536.9pp |
| Employer contribution / active EE | $1,561 | $3,242-51.8% | $2,735-42.9% | $4,663-66.5% |
| Participant deferral / active EE | $4,001 | $5,299-24.5% | $4,527-11.6% | $6,689-40.2% |
| Admin fee / account holder | $7,190 | $7,265-1.0% | $6,165+16.6% | $13,390-46.3% |