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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 | $38,353 | $115,780-66.9% | $101,255-62.1% | $158,931-75.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.84% | 56.14%-37.3pp | 46.48%-27.6pp | 302.86%-284.0pp |
| Employer contribution / active EE | $2,713 | $4,175-35.0% | $3,660-25.9% | $4,761-43.0% |
| Participant deferral / active EE | $5,314 | $4,958+7.2% | $4,370+21.6% | $5,982-11.2% |
| Admin fee / account holder | $1,271 | $7,246-82.5% | $5,946-78.6% | $11,247-88.7% |