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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 | $100,073-68.1% | $85,126-62.5% | $145,877-78.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 20.61% | 84.11%-63.5pp | 66.63%-46.0pp | 551.28%-530.7pp |
| Employer contribution / active EE | $3,165 | $3,236-2.2% | $2,731+15.9% | $4,663-32.1% |
| Participant deferral / active EE | $5,055 | $5,294-4.5% | $4,523+11.8% | $6,691-24.4% |
| Admin fee / account holder | $663 | $7,261-90.9% | $6,160-89.2% | $13,402-95.1% |