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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 | $32,803 | $226,105-85.5% | $182,540-82.0% | $152,897-78.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 24.50% | 192.58%-168.1pp | 148.58%-124.1pp | 345.43%-320.9pp |
| Employer contribution / active EE | $1,734 | $4,978-65.2% | $4,076-57.5% | $4,764-63.6% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $390 | $10,706-96.4% | $8,593-95.5% | $11,599-96.6% |