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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 | $63,204 | $103,000-38.6% | $90,300-30.0% | $152,885-58.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.87% | 95.19%-75.3pp | 78.11%-58.2pp | 345.39%-325.5pp |
| Employer contribution / active EE | $1,309 | $3,138-58.3% | $2,854-54.2% | $4,763-72.5% |
| Participant deferral / active EE | $4,658 | $4,281+8.8% | $3,884+19.9% | $5,851-20.4% |
| Admin fee / account holder | $4,413 | $6,173-28.5% | $5,353-17.6% | $11,598-62.0% |