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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 | $47,674 | $109,967-56.6% | $97,197-51.0% | $145,877-67.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 20.17% | 244.27%-224.1pp | 75.47%-55.3pp | 551.28%-531.1pp |
| Employer contribution / active EE | $4,143 | $3,077+34.6% | $2,723+52.2% | $4,663-11.2% |
| Participant deferral / active EE | $15,524 | $4,676+232.0% | $4,263+264.1% | $6,691+132.0% |
| Admin fee / account holder | $6,585 | $6,199+6.2% | $5,637+16.8% | $13,402-50.9% |