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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 | $62,757 | $111,830-43.9% | $93,696-33.0% | $145,884-57.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.68% | 204.08%-189.4pp | 133.74%-119.1pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,905 | $3,093-6.1% | $2,422+19.9% | $4,662-37.7% |
| Participant deferral / active EE | $3,515 | $4,920-28.6% | $4,417-20.4% | $6,690-47.5% |
| Admin fee / account holder | $725 | $10,249-92.9% | $8,287-91.2% | $13,392-94.6% |