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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 | $46,007 | $109,967-58.2% | $97,197-52.7% | $145,877-68.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.11% | 244.27%-229.2pp | 75.47%-60.4pp | 551.28%-536.2pp |
| Employer contribution / active EE | $8,530 | $3,077+177.2% | $2,723+213.3% | $4,663+82.9% |
| Participant deferral / active EE | $12,778 | $4,676+173.2% | $4,263+199.7% | $6,691+91.0% |
| Admin fee / account holder | $523 | $6,199-91.6% | $5,637-90.7% | $13,402-96.1% |