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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 | $39,381 | $183,539-78.5% | $155,556-74.7% | $145,897-73.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.30% | 61.31%-47.0pp | 64.84%-50.5pp | 552.29%-538.0pp |
| Employer contribution / active EE | $3,440 | $5,315-35.3% | $4,675-26.4% | $4,663-26.2% |
| Participant deferral / active EE | $5,291 | $6,467-18.2% | $5,631-6.0% | $6,689-20.9% |
| Admin fee / account holder | $1,043 | $19,275-94.6% | $15,885-93.4% | $13,390-92.2% |