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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 | $48,773 | $175,231-72.2% | $149,696-67.4% | $139,466-65.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.31% | 166.77%-149.5pp | 134.46%-117.1pp | 373.66%-356.3pp |
| Employer contribution / active EE | $2,413 | $5,478-55.9% | $4,821-49.9% | $4,754-49.2% |
| Participant deferral / active EE | $2,716 | $6,521-58.4% | $5,682-52.2% | $6,712-59.5% |
| Admin fee / account holder | $12,152 | $16,155-24.8% | $13,212-8.0% | $11,409+6.5% |