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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 | $31,832 | $106,001-70.0% | $92,235-65.5% | $147,585-78.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.67% | 50.05%-33.4pp | 176.28%-159.6pp | 578.56%-561.9pp |
| Employer contribution / active EE | $5,653 | $4,333+30.5% | $3,679+53.6% | $4,876+15.9% |
| Participant deferral / active EE | $1,188 | $4,478-73.5% | $3,897-69.5% | $5,439-78.2% |
| Admin fee / account holder | $652 | $6,332-89.7% | $5,194-87.4% | $10,885-94.0% |