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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 | $60,891 | $100,895-39.6% | $90,430-32.7% | $158,950-61.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 40.52% | 1725.54%-1685.0pp | 1293.73%-1253.2pp | 302.91%-262.4pp |
| Employer contribution / active EE | $2,950 | $3,689-20.0% | $3,262-9.6% | $4,762-38.1% |
| Participant deferral / active EE | $5,220 | $4,347+20.1% | $3,963+31.7% | $5,983-12.7% |
| Admin fee / account holder | $742 | $6,505-88.6% | $5,613-86.8% | $11,248-93.4% |