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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 | $40,172 | $82,674-51.4% | $125,363-68.0% | $68,495-41.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 11.44% | -5.97%+17.4pp | 572.15%-560.7pp | -7.84%+19.3pp |
| Employer contribution / active EE | $5,765 | $3,382+70.5% | $4,815+19.7% | $2,596+122.0% |
| Participant deferral / active EE | $14,186 | $6,111+132.1% | $7,447+90.5% | $4,028+252.2% |
| Admin fee / account holder | $1,913 | $6,276-69.5% | $10,005-80.9% | $5,403-64.6% |