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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 | $61,479 | $106,008-42.0% | $92,240-33.3% | $147,586-58.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.02% | 50.05%-33.0pp | 176.29%-159.3pp | 578.59%-561.6pp |
| Employer contribution / active EE | $2,556 | $4,333-41.0% | $3,680-30.5% | $4,876-47.6% |
| Participant deferral / active EE | $7,713 | $4,478+72.2% | $3,897+97.9% | $5,439+41.8% |
| Admin fee / account holder | $1,473 | $6,333-76.7% | $5,194-71.6% | $10,886-86.5% |