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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 | $50,980 | $105,145-51.5% | $94,664-46.1% | $139,466-63.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.78% | 38.09%-19.3pp | 156.84%-138.1pp | 373.66%-354.9pp |
| Employer contribution / active EE | $3,624 | $4,107-11.8% | $3,673-1.3% | $4,754-23.8% |
| Participant deferral / active EE | $11,307 | $7,599+48.8% | $7,417+52.4% | $6,712+68.5% |
| Admin fee / account holder | $890 | $8,972-90.1% | $7,222-87.7% | $11,409-92.2% |