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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 | $100,073-49.5% | $85,126-40.7% | $145,877-65.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.60% | 84.11%-68.5pp | 66.63%-51.0pp | 551.28%-535.7pp |
| Employer contribution / active EE | $14,471 | $3,236+347.1% | $2,731+429.8% | $4,663+210.3% |
| Participant deferral / active EE | $27,347 | $5,294+416.5% | $4,523+504.6% | $6,691+308.7% |
| Admin fee / account holder | $1,365 | $7,261-81.2% | $6,160-77.8% | $13,402-89.8% |