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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 | $58,241-8.1% | $81,780-34.5% | $80,911-33.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 11.41% | 41.73%-30.3pp | 776.27%-764.9pp | 35.63%-24.2pp |
| Employer contribution / active EE | $4,750 | $2,343+102.7% | $2,914+63.0% | $2,756+72.4% |
| Participant deferral / active EE | $8,995 | $3,283+174.0% | $4,321+108.2% | $4,297+109.3% |
| Admin fee / account holder | $2,298 | $4,973-53.8% | $7,384-68.9% | $6,935-66.9% |