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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 | $73,409 | $96,643-24.0% | $86,617-15.2% | $139,456-47.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.76% | 106.57%-84.8pp | 591.91%-570.2pp | 373.45%-351.7pp |
| Employer contribution / active EE | $22,903 | $3,264+601.6% | $3,023+657.5% | $4,753+381.9% |
| Participant deferral / active EE | $19,425 | $4,835+301.7% | $4,437+337.8% | $6,711+189.4% |
| Admin fee / account holder | $419 | $6,406-93.5% | $5,613-92.5% | $11,407-96.3% |