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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 | $47,553 | $217,432-78.1% | $185,849-74.4% | $167,536-71.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.70% | 148.42%-136.7pp | 122.10%-110.4pp | 478.82%-467.1pp |
| Employer contribution / active EE | $2,047 | $5,875-65.2% | $5,169-60.4% | $4,839-57.7% |
| Participant deferral / active EE | $2,668 | $6,357-58.0% | $5,569-52.1% | $6,342-57.9% |
| Admin fee / account holder | $5,494 | $19,818-72.3% | $16,244-66.2% | $12,315-55.4% |