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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 | $77,052 | $105,198-26.8% | $159,455-51.7% | $85,856-10.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 22.29% | 45.08%-22.8pp | 263.63%-241.3pp | 318.58%-296.3pp |
| Employer contribution / active EE | $4,210 | $3,319+26.8% | $4,830-12.9% | $2,565+64.1% |
| Participant deferral / active EE | $11,328 | $5,946+90.5% | $7,353+54.1% | $3,952+186.6% |
| Admin fee / account holder | $4,702 | $6,934-32.2% | $10,800-56.5% | $6,261-24.9% |