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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 | $42,916 | $217,432-80.3% | $185,849-76.9% | $167,536-74.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.83% | 148.42%-131.6pp | 122.10%-105.3pp | 478.82%-462.0pp |
| Employer contribution / active EE | $1,551 | $5,875-73.6% | $5,169-70.0% | $4,839-67.9% |
| Participant deferral / active EE | $4,711 | $6,357-25.9% | $5,569-15.4% | $6,342-25.7% |
| Admin fee / account holder | $740 | $19,818-96.3% | $16,244-95.4% | $12,315-94.0% |