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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 | $57,551 | $106,923-46.2% | $84,023-31.5% | $152,909-62.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 18.13% | 105.02%-86.9pp | 71.32%-53.2pp | 345.46%-327.3pp |
| Employer contribution / active EE | $5,450 | $2,735+99.2% | $1,984+174.7% | $4,764+14.4% |
| Participant deferral / active EE | $5,952 | $4,013+48.3% | $3,239+83.7% | $5,851+1.7% |
| Admin fee / account holder | $1,845 | $8,289-77.7% | $6,102-69.8% | $11,601-84.1% |