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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 | $51,187 | $104,953-51.2% | $84,637-39.5% | $152,909-66.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 22.94% | 373.94%-351.0pp | 258.82%-235.9pp | 345.46%-322.5pp |
| Employer contribution / active EE | $2,860 | $3,304-13.4% | $2,653+7.8% | $4,764-40.0% |
| Participant deferral / active EE | $9,059 | $4,691+93.1% | $3,900+132.3% | $5,851+54.8% |
| Admin fee / account holder | $4,405 | $6,244-29.5% | $4,914-10.4% | $11,601-62.0% |