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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 | $69,202 | $107,941-35.9% | $91,994-24.8% | $152,909-54.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 16.87% | 89.28%-72.4pp | 69.04%-52.2pp | 345.46%-328.6pp |
| Employer contribution / active EE | $27,102 | $4,212+543.5% | $3,453+685.0% | $4,764+468.9% |
| Participant deferral / active EE | $13,699 | $6,366+115.2% | $5,924+131.3% | $5,851+134.1% |
| Admin fee / account holder | $713 | $10,521-93.2% | $7,744-90.8% | $11,601-93.9% |