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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 | $36,849 | $150,412-75.5% | $120,574-69.4% | $145,884-74.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.65% | 154.50%-140.8pp | 107.42%-93.8pp | 551.85%-538.2pp |
| Employer contribution / active EE | $2,026 | $4,355-53.5% | $3,471-41.6% | $4,662-56.6% |
| Participant deferral / active EE | $3,473 | $6,175-43.8% | $4,996-30.5% | $6,690-48.1% |
| Admin fee / account holder | $6,406 | $12,224-47.6% | $9,445-32.2% | $13,392-52.2% |