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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 | $38,147 | $49,164-22.4% | $121,169-68.5% | $75,181-49.3% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 17.69% | 56.03%-38.3pp | 986.71%-969.0pp | 160.69%-143.0pp |
| Employer contribution / active EE | $1,699 | $1,546+9.9% | $4,168-59.2% | $2,671-36.4% |
| Participant deferral / active EE | $2,638 | $2,628+0.4% | $4,083-35.4% | $4,126-36.1% |
| Admin fee / account holder | $10,253 | $3,942+160.1% | $5,645+81.6% | $5,650+81.5% |