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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 | $35,231 | $111,785-68.5% | $93,669-62.4% | $145,877-75.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.35% | 203.79%-194.4pp | 133.59%-124.2pp | 551.28%-541.9pp |
| Employer contribution / active EE | $2,666 | $3,096-13.9% | $2,424+10.0% | $4,663-42.8% |
| Participant deferral / active EE | $2,062 | $4,919-58.1% | $4,416-53.3% | $6,691-69.2% |
| Admin fee / account holder | $9,963 | $10,256-2.9% | $8,291+20.2% | $13,402-25.7% |