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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 | $52,201 | $166,242-68.6% | $165,071-68.4% | $145,884-64.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.23% | 100.44%-79.2pp | 70.17%-48.9pp | 551.85%-530.6pp |
| Employer contribution / active EE | $9,660 | $5,283+82.9% | $4,347+122.2% | $4,662+107.2% |
| Participant deferral / active EE | $3,591 | $6,964-48.4% | $6,035-40.5% | $6,690-46.3% |
| Admin fee / account holder | $6,170 | $16,658-63.0% | $12,695-51.4% | $13,392-53.9% |