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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 | $37,273 | $150,435-75.2% | $120,580-69.1% | $145,897-74.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 14.41% | 154.60%-140.2pp | 107.48%-93.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $1,336 | $4,352-69.3% | $3,469-61.5% | $4,663-71.3% |
| Participant deferral / active EE | $1,905 | $6,174-69.1% | $4,995-61.9% | $6,689-71.5% |
| Admin fee / account holder | $2,600 | $12,182-78.7% | $9,418-72.4% | $13,390-80.6% |