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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 | $30,394 | $217,432-86.0% | $185,851-83.6% | $167,553-81.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 36.06% | 148.43%-112.4pp | 122.11%-86.0pp | 478.89%-442.8pp |
| Employer contribution / active EE | $1,841 | $5,874-68.7% | $5,168-64.4% | $4,840-62.0% |
| Participant deferral / active EE | $5,922 | $6,357-6.8% | $5,569+6.3% | $6,343-6.6% |
| Admin fee / account holder | $1,063 | $19,820-94.6% | $16,245-93.5% | $12,316-91.4% |