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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 | $62,508 | $70,121-10.9% | $63,803-2.0% | $138,895-55.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 14.84% | 946.48%-931.6pp | 543.72%-528.9pp | 145.39%-130.6pp |
| Employer contribution / active EE | $3,618 | $2,882+25.5% | $2,532+42.9% | $4,194-13.7% |
| Participant deferral / active EE | $8,173 | $4,535+80.2% | $3,843+112.7% | $6,396+27.8% |
| Admin fee / account holder | $5,597 | $6,738-16.9% | $5,196+7.7% | $12,562-55.4% |