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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 | $25,301 | $111,785-77.4% | $93,669-73.0% | $145,877-82.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.34% | 203.79%-190.4pp | 133.59%-120.2pp | 551.28%-537.9pp |
| Employer contribution / active EE | $2,794 | $3,096-9.8% | $2,424+15.3% | $4,663-40.1% |
| Participant deferral / active EE | $5,187 | $4,919+5.5% | $4,416+17.5% | $6,691-22.5% |
| Admin fee / account holder | $365 | $10,256-96.4% | $8,291-95.6% | $13,402-97.3% |