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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 | $26,997 | $102,429-73.6% | $147,096-81.6% | $80,925-66.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 31.46% | 135.02%-103.6pp | 419.75%-388.3pp | 35.65%-4.2pp |
| Employer contribution / active EE | $5,249 | $3,716+41.3% | $4,936+6.3% | $2,756+90.4% |
| Participant deferral / active EE | $3,607 | $6,649-45.7% | $8,071-55.3% | $4,299-16.1% |
| Admin fee / account holder | $1,003 | $7,957-87.4% | $13,005-92.3% | $6,940-85.5% |