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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 | $35,648 | $183,592-80.6% | $155,567-77.1% | $145,959-75.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.80% | 61.24%-45.4pp | 64.74%-48.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $1,634 | $5,315-69.3% | $4,674-65.0% | $4,661-64.9% |
| Participant deferral / active EE | $5,462 | $6,464-15.5% | $5,628-3.0% | $6,689-18.3% |
| Admin fee / account holder | $3,830 | $19,318-80.2% | $15,916-75.9% | $13,398-71.4% |