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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 | $50,518 | $100,203-49.6% | $85,240-40.7% | $145,897-65.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.60% | 84.28%-68.7pp | 66.75%-51.2pp | 552.29%-536.7pp |
| Employer contribution / active EE | $14,471 | $3,242+346.4% | $2,735+429.0% | $4,663+210.4% |
| Participant deferral / active EE | $27,347 | $5,299+416.1% | $4,527+504.1% | $6,689+308.8% |
| Admin fee / account holder | $1,365 | $7,265-81.2% | $6,165-77.9% | $13,390-89.8% |