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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 | $47,173 | $111,814-57.8% | $93,654-49.6% | $145,959-67.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.82% | 203.30%-190.5pp | 133.34%-120.5pp | 561.95%-549.1pp |
| Employer contribution / active EE | $5,702 | $3,092+84.4% | $2,421+135.5% | $4,661+22.3% |
| Participant deferral / active EE | $7,487 | $4,914+52.3% | $4,413+69.7% | $6,689+11.9% |
| Admin fee / account holder | $2,428 | $10,246-76.3% | $8,282-70.7% | $13,398-81.9% |