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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 | $51,454 | $100,203-48.7% | $85,240-39.6% | $145,897-64.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.35% | 84.28%-66.9pp | 66.75%-49.4pp | 552.29%-534.9pp |
| Employer contribution / active EE | $2,337 | $3,242-27.9% | $2,735-14.6% | $4,663-49.9% |
| Participant deferral / active EE | $13,983 | $5,299+163.9% | $4,527+208.9% | $6,689+109.0% |
| Admin fee / account holder | $1,758 | $7,265-75.8% | $6,165-71.5% | $13,390-86.9% |