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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 | $47,247 | $110,629-57.3% | $80,784-41.5% | $167,553-71.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 12.50% | 120.58%-108.1pp | 87.31%-74.8pp | 478.89%-466.4pp |
| Employer contribution / active EE | $4,654 | $1,543+201.6% | $1,160+301.2% | $4,840-3.8% |
| Participant deferral / active EE | $4,831 | $2,871+68.3% | $2,145+125.2% | $6,343-23.8% |
| Admin fee / account holder | $1,917 | $4,547-57.8% | $3,380-43.3% | $12,316-84.4% |