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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 | $23,866 | $154,209-84.5% | $130,062-81.7% | $139,487-82.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 45.20% | 32.52%+12.7pp | -137.37%+182.6pp | 373.84%-328.6pp |
| Employer contribution / active EE | $3,073 | $5,292-41.9% | $4,322-28.9% | $4,755-35.4% |
| Participant deferral / active EE | $3,813 | $6,709-43.2% | $5,821-34.5% | $6,713-43.2% |
| Admin fee / account holder | $789 | $13,988-94.4% | $10,601-92.6% | $11,407-93.1% |