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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 | $52,573 | $100,203-47.5% | $85,240-38.3% | $145,897-64.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.26% | 84.28%-72.0pp | 66.75%-54.5pp | 552.29%-540.0pp |
| Employer contribution / active EE | $6,388 | $3,242+97.0% | $2,735+133.5% | $4,663+37.0% |
| Participant deferral / active EE | $7,055 | $5,299+33.2% | $4,527+55.8% | $6,689+5.5% |
| Admin fee / account holder | $1,511 | $7,265-79.2% | $6,165-75.5% | $13,390-88.7% |