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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 | $58,425 | $99,921-41.5% | $85,009-31.3% | $145,959-60.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.77% | 83.89%-74.1pp | 66.47%-56.7pp | 561.95%-552.2pp |
| Employer contribution / active EE | $2,683 | $3,233-17.0% | $2,728-1.7% | $4,661-42.4% |
| Participant deferral / active EE | $5,548 | $5,293+4.8% | $4,522+22.7% | $6,689-17.0% |
| Admin fee / account holder | $123,451 | $7,252+1602.4% | $6,153+1906.5% | $13,398+821.4% |