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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 | $32,367 | $105,160-69.2% | $94,679-65.8% | $139,456-76.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.66% | 38.04%-21.4pp | 156.75%-140.1pp | 373.45%-356.8pp |
| Employer contribution / active EE | $3,910 | $4,107-4.8% | $3,673+6.4% | $4,753-17.7% |
| Participant deferral / active EE | $5,094 | $7,599-33.0% | $7,417-31.3% | $6,711-24.1% |
| Admin fee / account holder | $2,871 | $8,988-68.1% | $7,233-60.3% | $11,407-74.8% |