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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 | $68,395 | $175,231-61.0% | $149,696-54.3% | $139,466-51.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.29% | 166.77%-142.5pp | 134.46%-110.2pp | 373.66%-349.4pp |
| Employer contribution / active EE | $1,619 | $5,478-70.4% | $4,821-66.4% | $4,754-65.9% |
| Participant deferral / active EE | $4,627 | $6,521-29.1% | $5,682-18.6% | $6,712-31.1% |
| Admin fee / account holder | $1,870 | $16,155-88.4% | $13,212-85.8% | $11,409-83.6% |