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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 | $47,465 | $106,923-55.6% | $84,023-43.5% | $152,909-69.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 30.21% | 105.02%-74.8pp | 71.32%-41.1pp | 345.46%-315.2pp |
| Employer contribution / active EE | $4,259 | $2,735+55.7% | $1,984+114.7% | $4,764-10.6% |
| Participant deferral / active EE | $7,378 | $4,013+83.9% | $3,239+127.8% | $5,851+26.1% |
| Admin fee / account holder | $4,177 | $8,289-49.6% | $6,102-31.6% | $11,601-64.0% |