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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 | $20,288 | $115,810-82.5% | $101,271-80.0% | $158,966-87.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.89% | 56.15%-37.3pp | 46.48%-27.6pp | 302.95%-284.1pp |
| Employer contribution / active EE | $4,711 | $4,175+12.8% | $3,660+28.7% | $4,762-1.1% |
| Participant deferral / active EE | $7,018 | $4,958+41.5% | $4,371+60.6% | $5,983+17.3% |
| Admin fee / account holder | $2,402 | $7,248-66.9% | $5,948-59.6% | $11,250-78.7% |