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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 | $53,537 | $58,234-8.1% | $81,783-34.5% | $80,874-33.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 11.41% | 41.70%-30.3pp | 775.05%-763.6pp | 35.62%-24.2pp |
| Employer contribution / active EE | $4,750 | $2,341+102.9% | $2,913+63.1% | $2,756+72.4% |
| Participant deferral / active EE | $8,995 | $3,283+174.0% | $4,320+108.2% | $4,297+109.3% |
| Admin fee / account holder | $2,298 | $4,982-53.9% | $7,380-68.9% | $6,935-66.9% |