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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 | $70,526 | $103,008-31.5% | $90,304-21.9% | $152,897-53.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.84% | 95.22%-74.4pp | 78.13%-57.3pp | 345.43%-324.6pp |
| Employer contribution / active EE | $2,320 | $3,139-26.1% | $2,855-18.7% | $4,764-51.3% |
| Participant deferral / active EE | $2,834 | $4,281-33.8% | $3,885-27.1% | $5,851-51.6% |
| Admin fee / account holder | $1,078 | $6,175-82.5% | $5,354-79.9% | $11,599-90.7% |