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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 | $31,914 | $99,921-68.1% | $85,009-62.5% | $145,959-78.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 20.61% | 83.89%-63.3pp | 66.47%-45.9pp | 561.95%-541.3pp |
| Employer contribution / active EE | $3,165 | $3,233-2.1% | $2,728+16.0% | $4,661-32.1% |
| Participant deferral / active EE | $5,055 | $5,293-4.5% | $4,522+11.8% | $6,689-24.4% |
| Admin fee / account holder | $663 | $7,252-90.9% | $6,153-89.2% | $13,398-95.1% |