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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 | $33,188 | $209,425-84.2% | $178,499-81.4% | $158,966-79.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.92% | 188.80%-171.9pp | 151.10%-134.2pp | 302.95%-286.0pp |
| Employer contribution / active EE | $1,879 | $5,707-67.1% | $5,011-62.5% | $4,762-60.5% |
| Participant deferral / active EE | $5,441 | $5,955-8.6% | $5,202+4.6% | $5,983-9.1% |
| Admin fee / account holder | $1,442 | $17,078-91.6% | $13,986-89.7% | $11,250-87.2% |