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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 | $65,275 | $107,363-39.2% | $92,909-29.7% | $152,897-57.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.17% | 145.63%-122.5pp | 109.44%-86.3pp | 345.43%-322.3pp |
| Employer contribution / active EE | $1,462 | $4,222-65.4% | $3,653-60.0% | $4,764-69.3% |
| Participant deferral / active EE | $2,588 | $4,848-46.6% | $4,238-38.9% | $5,851-55.8% |
| Admin fee / account holder | $572 | $7,082-91.9% | $5,795-90.1% | $11,599-95.1% |