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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 | $51,329 | $149,778-65.7% | $118,946-56.8% | $158,966-67.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 89.55% | 19.95%+69.6pp | 35.89%+53.7pp | 302.95%-213.4pp |
| Employer contribution / active EE | $2,345 | $4,117-43.0% | $3,263-28.1% | $4,762-50.8% |
| Participant deferral / active EE | $14,545 | $5,225+178.4% | $4,266+241.0% | $5,983+143.1% |
| Admin fee / account holder | $541 | $8,604-93.7% | $6,581-91.8% | $11,250-95.2% |