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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 | $15,185 | $111,785-86.4% | $93,669-83.8% | $145,877-89.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.13% | 203.79%-186.7pp | 133.59%-116.5pp | 551.28%-534.2pp |
| Employer contribution / active EE | $3,200 | $3,096+3.4% | $2,424+32.0% | $4,663-31.4% |
| Participant deferral / active EE | $6,876 | $4,919+39.8% | $4,416+55.7% | $6,691+2.8% |
| Admin fee / account holder | $485 | $10,256-95.3% | $8,291-94.1% | $13,402-96.4% |