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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 | $20,680 | $96,388-78.5% | $80,627-74.4% | $139,466-85.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.19% | 1352.08%-1330.9pp | 936.76%-915.6pp | 373.66%-352.5pp |
| Employer contribution / active EE | $5,622 | $3,260+72.5% | $2,723+106.5% | $4,754+18.3% |
| Participant deferral / active EE | $3,909 | $5,224-25.2% | $4,443-12.0% | $6,712-41.8% |
| Admin fee / account holder | $1,996 | $6,603-69.8% | $5,381-62.9% | $11,409-82.5% |