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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 | $53,818 | $115,810-53.5% | $101,271-46.9% | $158,966-66.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.09% | 56.15%-43.1pp | 46.48%-33.4pp | 302.95%-289.9pp |
| Employer contribution / active EE | $7,606 | $4,175+82.2% | $3,660+107.8% | $4,762+59.7% |
| Participant deferral / active EE | $2,433 | $4,958-50.9% | $4,371-44.3% | $5,983-59.3% |
| Admin fee / account holder | $1,178 | $7,248-83.8% | $5,948-80.2% | $11,250-89.5% |