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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 | $49,303 | $106,923-53.9% | $84,023-41.3% | $152,909-67.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 11.64% | 105.02%-93.4pp | 71.32%-59.7pp | 345.46%-333.8pp |
| Employer contribution / active EE | $9,891 | $2,735+261.6% | $1,984+398.6% | $4,764+107.6% |
| Participant deferral / active EE | $8,000 | $4,013+99.4% | $3,239+147.0% | $5,851+36.7% |
| Admin fee / account holder | $966 | $8,289-88.4% | $6,102-84.2% | $11,601-91.7% |