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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 | $41,435 | $57,312-27.7% | $86,617-52.2% | $75,181-44.9% |
| Participation rate | 96.3% | 63.2%+33.1pp | 71.7%+24.6pp | 67.2%+29.1pp |
| Annual return | 25.58% | 2672.78%-2647.2pp | 591.91%-566.3pp | 160.69%-135.1pp |
| Employer contribution / active EE | $1,874 | $2,315-19.1% | $3,023-38.0% | $2,671-29.8% |
| Participant deferral / active EE | $5,199 | $3,319+56.6% | $4,437+17.2% | $4,126+26.0% |
| Admin fee / account holder | $703 | $4,114-82.9% | $5,613-87.5% | $5,650-87.6% |