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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 | $6,757 | $96,678-93.0% | $86,640-92.2% | $139,466-95.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.97% | 106.69%-83.7pp | 592.52%-569.5pp | 373.66%-350.7pp |
| Employer contribution / active EE | $1,684 | $3,265-48.4% | $3,024-44.3% | $4,754-64.6% |
| Participant deferral / active EE | $1,972 | $4,837-59.2% | $4,438-55.6% | $6,712-70.6% |
| Admin fee / account holder | $816 | $6,410-87.3% | $5,616-85.5% | $11,409-92.8% |