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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 | $18,110 | $107,368-83.1% | $92,915-80.5% | $152,909-88.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.03% | 145.64%-121.6pp | 109.45%-85.4pp | 345.46%-321.4pp |
| Employer contribution / active EE | $1,999 | $4,222-52.7% | $3,653-45.3% | $4,764-58.0% |
| Participant deferral / active EE | $4,756 | $4,848-1.9% | $4,238+12.2% | $5,851-18.7% |
| Admin fee / account holder | $795 | $7,082-88.8% | $5,796-86.3% | $11,601-93.1% |