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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 | $48,057 | $102,429-53.1% | $147,096-67.3% | $80,925-40.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.57% | 135.02%-122.5pp | 419.75%-407.2pp | 35.65%-23.1pp |
| Employer contribution / active EE | $2,298 | $3,716-38.1% | $4,936-53.4% | $2,756-16.6% |
| Participant deferral / active EE | $5,565 | $6,649-16.3% | $8,071-31.1% | $4,299+29.5% |
| Admin fee / account holder | $7,922 | $7,957-0.4% | $13,005-39.1% | $6,940+14.1% |