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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 | $57,081 | $107,363-46.8% | $92,909-38.6% | $152,897-62.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.53% | 145.63%-122.1pp | 109.44%-85.9pp | 345.43%-321.9pp |
| Employer contribution / active EE | $4,198 | $4,222-0.6% | $3,653+14.9% | $4,764-11.9% |
| Participant deferral / active EE | $10,081 | $4,848+107.9% | $4,238+137.9% | $5,851+72.3% |
| Admin fee / account holder | $985 | $7,082-86.1% | $5,795-83.0% | $11,599-91.5% |