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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 | $35,290 | $106,923-67.0% | $84,023-58.0% | $152,909-76.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 14.08% | 105.02%-90.9pp | 71.32%-57.2pp | 345.46%-331.4pp |
| Employer contribution / active EE | $2,897 | $2,735+5.9% | $1,984+46.0% | $4,764-39.2% |
| Participant deferral / active EE | $8,127 | $4,013+102.5% | $3,239+150.9% | $5,851+38.9% |
| Admin fee / account holder | $3,718 | $8,289-55.1% | $6,102-39.1% | $11,601-68.0% |