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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 | $49,875 | $183,516-72.8% | $155,534-67.9% | $145,884-65.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.27% | 61.43%-39.2pp | 64.92%-42.6pp | 551.85%-529.6pp |
| Employer contribution / active EE | $2,670 | $5,315-49.8% | $4,675-42.9% | $4,662-42.7% |
| Participant deferral / active EE | $2,847 | $6,467-56.0% | $5,630-49.4% | $6,690-57.4% |
| Admin fee / account holder | $675 | $19,293-96.5% | $15,900-95.8% | $13,392-95.0% |