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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 | $48,946 | $100,073-51.1% | $85,126-42.5% | $145,877-66.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 25.51% | 84.11%-58.6pp | 66.63%-41.1pp | 551.28%-525.8pp |
| Employer contribution / active EE | $2,242 | $3,236-30.7% | $2,731-17.9% | $4,663-51.9% |
| Participant deferral / active EE | $8,480 | $5,294+60.2% | $4,523+87.5% | $6,691+26.8% |
| Admin fee / account holder | $4,645 | $7,261-36.0% | $6,160-24.6% | $13,402-65.3% |