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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 | $52,981 | $108,942-51.4% | $100,415-47.2% | $145,897-63.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 29.46% | 58.27%-28.8pp | 49.47%-20.0pp | 552.29%-522.8pp |
| Employer contribution / active EE | $15,809 | $4,422+257.5% | $3,943+300.9% | $4,663+239.1% |
| Participant deferral / active EE | $9,632 | $8,461+13.8% | $8,091+19.0% | $6,689+44.0% |
| Admin fee / account holder | $1,694 | $9,702-82.5% | $7,906-78.6% | $13,390-87.3% |