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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 | $57,513 | $96,123-40.2% | $77,361-25.7% | $198,609-71.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 18.34% | 2054.81%-2036.5pp | 1011.54%-993.2pp | 202.70%-184.4pp |
| Employer contribution / active EE | $4,422 | $3,791+16.7% | $2,990+47.9% | $5,055-12.5% |
| Participant deferral / active EE | $15,434 | $4,975+210.3% | $3,911+294.6% | $6,977+121.2% |
| Admin fee / account holder | $708 | $9,471-92.5% | $5,894-88.0% | $19,030-96.3% |