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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 | $58,559 | $176,688-66.9% | $130,660-55.2% | $152,897-61.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 18.96% | 2693.08%-2674.1pp | 1709.29%-1690.3pp | 345.43%-326.5pp |
| Employer contribution / active EE | $2,177 | $5,743-62.1% | $4,092-46.8% | $4,764-54.3% |
| Participant deferral / active EE | $4,999 | $4,362+14.6% | $3,603+38.7% | $5,851-14.6% |
| Admin fee / account holder | $885 | $7,131-87.6% | $5,463-83.8% | $11,599-92.4% |