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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 | $26,089 | $100,203-74.0% | $85,240-69.4% | $145,897-82.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 27.97% | 84.28%-56.3pp | 66.75%-38.8pp | 552.29%-524.3pp |
| Employer contribution / active EE | $897 | $3,242-72.3% | $2,735-67.2% | $4,663-80.8% |
| Participant deferral / active EE | $4,700 | $5,299-11.3% | $4,527+3.8% | $6,689-29.7% |
| Admin fee / account holder | $5,095 | $7,265-29.9% | $6,165-17.4% | $13,390-62.0% |