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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 | $65,360 | $125,237-47.8% | $105,608-38.1% | $145,877-55.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.29% | 225.76%-214.5pp | 116.50%-105.2pp | 551.28%-540.0pp |
| Employer contribution / active EE | $1,488 | $3,720-60.0% | $3,167-53.0% | $4,663-68.1% |
| Participant deferral / active EE | $1,628 | $5,711-71.5% | $5,010-67.5% | $6,691-75.7% |
| Admin fee / account holder | $362 | $17,287-97.9% | $11,028-96.7% | $13,402-97.3% |