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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 | $10,516 | $100,938-89.6% | $90,461-88.4% | $158,982-93.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.13% | 1727.20%-1704.1pp | 1294.76%-1271.6pp | 302.99%-279.9pp |
| Employer contribution / active EE | $2,971 | $3,691-19.5% | $3,264-9.0% | $4,763-37.6% |
| Participant deferral / active EE | $4,797 | $4,350+10.3% | $3,964+21.0% | $5,983-19.8% |
| Admin fee / account holder | $2,693 | $6,510-58.6% | $5,617-52.1% | $11,252-76.1% |