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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 | $50,416 | $149,040-66.2% | $120,225-58.1% | $137,256-63.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 20.83% | 605.68%-584.9pp | 439.23%-418.4pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,646 | $4,350-62.2% | $3,475-52.7% | $4,156-60.4% |
| Participant deferral / active EE | $12,225 | $4,655+162.6% | $3,999+205.7% | $6,407+90.8% |
| Admin fee / account holder | $1,549 | $6,348-75.6% | $5,696-72.8% | $12,270-87.4% |