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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 | $41,149 | $65,575-37.2% | $86,209-52.3% | $75,181-45.3% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 23.18% | 46.07%-22.9pp | 1169.05%-1145.9pp | 160.69%-137.5pp |
| Employer contribution / active EE | $2,057 | $1,553+32.4% | $2,381-13.6% | $2,671-23.0% |
| Participant deferral / active EE | $3,926 | $3,023+29.9% | $3,986-1.5% | $4,126-4.8% |
| Admin fee / account holder | $616 | $5,470-88.7% | $6,853-91.0% | $5,650-89.1% |