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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 | $30,212 | $175,259-82.8% | $149,723-79.8% | $139,487-78.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.23% | 166.82%-148.6pp | 134.50%-116.3pp | 373.84%-355.6pp |
| Employer contribution / active EE | $3,056 | $5,478-44.2% | $4,821-36.6% | $4,755-35.7% |
| Participant deferral / active EE | $4,245 | $6,522-34.9% | $5,682-25.3% | $6,713-36.8% |
| Admin fee / account holder | $6,531 | $16,158-59.6% | $13,215-50.6% | $11,407-42.8% |