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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 | $28,946 | $100,073-71.1% | $85,126-66.0% | $145,877-80.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.90% | 84.11%-71.2pp | 66.63%-53.7pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,982 | $3,236-38.8% | $2,731-27.4% | $4,663-57.5% |
| Participant deferral / active EE | $5,968 | $5,294+12.7% | $4,523+31.9% | $6,691-10.8% |
| Admin fee / account holder | $519 | $7,261-92.9% | $6,160-91.6% | $13,402-96.1% |