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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 | $38,295 | $150,346-74.5% | $120,524-68.2% | $145,877-73.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.27% | 154.40%-139.1pp | 107.36%-92.1pp | 551.28%-536.0pp |
| Employer contribution / active EE | $2,856 | $4,353-34.4% | $3,469-17.7% | $4,663-38.7% |
| Participant deferral / active EE | $5,213 | $6,172-15.5% | $4,994+4.4% | $6,691-22.1% |
| Admin fee / account holder | $343 | $12,215-97.2% | $9,440-96.4% | $13,402-97.4% |