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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 | $53,960 | $103,038-47.6% | $90,324-40.3% | $152,909-64.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.32% | 95.25%-77.9pp | 78.15%-60.8pp | 345.46%-328.1pp |
| Employer contribution / active EE | $1,285 | $3,141-59.1% | $2,856-55.0% | $4,764-73.0% |
| Participant deferral / active EE | $5,075 | $4,282+18.5% | $3,885+30.6% | $5,851-13.3% |
| Admin fee / account holder | $13,544 | $6,177+119.3% | $5,356+152.9% | $11,601+16.8% |