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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 | $43,545 | $100,073-56.5% | $85,126-48.8% | $145,877-70.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.40% | 84.11%-71.7pp | 66.63%-54.2pp | 551.28%-538.9pp |
| Employer contribution / active EE | $4,054 | $3,236+25.3% | $2,731+48.4% | $4,663-13.1% |
| Participant deferral / active EE | $5,045 | $5,294-4.7% | $4,523+11.5% | $6,691-24.6% |
| Admin fee / account holder | $5,371 | $7,261-26.0% | $6,160-12.8% | $13,402-59.9% |