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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 | $32,536 | $165,939-80.4% | $122,354-73.4% | $147,586-78.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 22.07% | 34.56%-12.5pp | 30.28%-8.2pp | 578.59%-556.5pp |
| Employer contribution / active EE | $2,155 | $5,754-62.6% | $4,051-46.8% | $4,876-55.8% |
| Participant deferral / active EE | $4,770 | $4,005+19.1% | $3,287+45.1% | $5,439-12.3% |
| Admin fee / account holder | $1,562 | $7,425-79.0% | $5,479-71.5% | $10,886-85.6% |