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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 | $111,830-68.5% | $93,696-62.4% | $145,884-75.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.35% | 204.08%-194.7pp | 133.74%-124.4pp | 551.85%-542.5pp |
| Employer contribution / active EE | $2,666 | $3,093-13.8% | $2,422+10.1% | $4,662-42.8% |
| Participant deferral / active EE | $2,062 | $4,920-58.1% | $4,417-53.3% | $6,690-69.2% |
| Admin fee / account holder | $9,963 | $10,249-2.8% | $8,287+20.2% | $13,392-25.6% |