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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 | $37,055 | $166,268-77.7% | $165,100-77.6% | $145,897-74.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.50% | 100.52%-87.0pp | 70.21%-56.7pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,544 | $5,284-70.8% | $4,348-64.5% | $4,663-66.9% |
| Participant deferral / active EE | $6,112 | $6,964-12.2% | $6,035+1.3% | $6,689-8.6% |
| Admin fee / account holder | $401 | $16,659-97.6% | $12,696-96.8% | $13,390-97.0% |