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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 | $55,501 | $107,941-48.6% | $91,994-39.7% | $152,909-63.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 26.13% | 89.28%-63.2pp | 69.04%-42.9pp | 345.46%-319.3pp |
| Employer contribution / active EE | $3,768 | $4,212-10.5% | $3,453+9.1% | $4,764-20.9% |
| Participant deferral / active EE | $4,424 | $6,366-30.5% | $5,924-25.3% | $5,851-24.4% |
| Admin fee / account holder | $790 | $10,521-92.5% | $7,744-89.8% | $11,601-93.2% |