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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 | $52,416 | $99,995-47.6% | $85,063-38.4% | $145,978-64.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.08% | 83.99%-71.9pp | 66.54%-54.5pp | 550.52%-538.4pp |
| Employer contribution / active EE | $2,175 | $3,231-32.7% | $2,727-20.2% | $4,662-53.3% |
| Participant deferral / active EE | $6,229 | $5,295+17.6% | $4,523+37.7% | $6,690-6.9% |
| Admin fee / account holder | $598 | $7,255-91.8% | $6,155-90.3% | $13,400-95.5% |