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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 | $36,713 | $110,801-66.9% | $86,615-57.6% | $167,536-78.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 15.15% | 116.96%-101.8pp | 63.51%-48.4pp | 478.82%-463.7pp |
| Employer contribution / active EE | $5,289 | $3,245+63.0% | $2,496+111.9% | $4,839+9.3% |
| Participant deferral / active EE | $17,602 | $4,547+287.1% | $3,699+375.8% | $6,342+177.5% |
| Admin fee / account holder | $783 | $8,417-90.7% | $5,830-86.6% | $12,315-93.6% |