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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 | $60,174 | $112,935-46.7% | $90,970-33.9% | $158,966-62.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 23.70% | 215.79%-192.1pp | 134.58%-110.9pp | 302.95%-279.3pp |
| Employer contribution / active EE | $2,217 | $2,895-23.4% | $2,122+4.5% | $4,762-53.4% |
| Participant deferral / active EE | $5,681 | $4,129+37.6% | $3,373+68.4% | $5,983-5.1% |
| Admin fee / account holder | $334 | $8,045-95.9% | $5,960-94.4% | $11,250-97.0% |