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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 | $44,973 | $84,741-46.9% | $75,731-40.6% | $167,553-73.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 32.60% | 199.72%-167.1pp | 104.65%-72.1pp | 478.89%-446.3pp |
| Employer contribution / active EE | $8,023 | $3,230+148.4% | $2,743+192.5% | $4,840+65.8% |
| Participant deferral / active EE | $4,130 | $4,577-9.8% | $3,820+8.1% | $6,343-34.9% |
| Admin fee / account holder | $2,900 | $5,361-45.9% | $3,620-19.9% | $12,316-76.5% |