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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 | $62,692 | $135,645-53.8% | $110,243-43.1% | $135,379-53.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 1.99% | 513.24%-511.3pp | 314.76%-312.8pp | 519.79%-517.8pp |
| Employer contribution / active EE | $5,220 | $4,907+6.4% | $3,827+36.4% | $4,779+9.2% |
| Participant deferral / active EE | $3,845 | $5,507-30.2% | $4,672-17.7% | $5,609-31.4% |
| Admin fee / account holder | $41,768 | $11,458+264.5% | $8,548+388.6% | $10,828+285.7% |