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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 | $50,849 | $102,393-50.3% | $147,041-65.4% | $80,911-37.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.01% | 134.95%-122.9pp | 419.21%-407.2pp | 35.63%-23.6pp |
| Employer contribution / active EE | $3,654 | $3,715-1.7% | $4,935-26.0% | $2,756+32.6% |
| Participant deferral / active EE | $5,176 | $6,647-22.1% | $8,071-35.9% | $4,297+20.5% |
| Admin fee / account holder | $816 | $7,943-89.7% | $13,006-93.7% | $6,935-88.2% |