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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 | $54,363 | $108,911-50.1% | $100,392-45.8% | $145,884-62.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.28% | 58.23%-44.9pp | 49.45%-36.2pp | 551.85%-538.6pp |
| Employer contribution / active EE | $2,763 | $4,420-37.5% | $3,941-29.9% | $4,662-40.7% |
| Participant deferral / active EE | $3,841 | $8,459-54.6% | $8,090-52.5% | $6,690-42.6% |
| Admin fee / account holder | $1,325 | $9,698-86.3% | $7,904-83.2% | $13,392-90.1% |