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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 | $22,125 | $57,305-61.4% | $86,640-74.5% | $75,173-70.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.62% | 2674.24%-2656.6pp | 592.52%-574.9pp | 160.72%-143.1pp |
| Employer contribution / active EE | $2,773 | $2,316+19.7% | $3,024-8.3% | $2,671+3.8% |
| Participant deferral / active EE | $3,582 | $3,320+7.9% | $4,438-19.3% | $4,126-13.2% |
| Admin fee / account holder | $2,449 | $4,116-40.5% | $5,616-56.4% | $5,651-56.7% |