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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 | $47,979 | $209,428-77.1% | $178,498-73.1% | $158,950-69.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 53.61% | 188.78%-135.2pp | 151.09%-97.5pp | 302.91%-249.3pp |
| Employer contribution / active EE | $1,448 | $5,707-74.6% | $5,011-71.1% | $4,762-69.6% |
| Participant deferral / active EE | $7,297 | $5,955+22.5% | $5,202+40.3% | $5,983+22.0% |
| Admin fee / account holder | $1,103 | $17,077-93.5% | $13,985-92.1% | $11,248-90.2% |