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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 | $24,410 | $58,927-58.6% | $76,823-68.2% | $72,983-66.6% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 26.16% | 2305.64%-2279.5pp | 1166.42%-1140.3pp | 81.01%-54.9pp |
| Employer contribution / active EE | $1,702 | $1,787-4.7% | $2,302-26.1% | $2,440-30.2% |
| Participant deferral / active EE | $3,937 | $2,690+46.3% | $3,336+18.0% | $3,608+9.1% |
| Admin fee / account holder | $3,268 | $4,013-18.6% | $6,422-49.1% | $5,124-36.2% |