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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 | $50,676 | $157,304-67.8% | $141,197-64.1% | $152,909-66.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.27% | 64.34%-46.1pp | 71.41%-53.1pp | 345.46%-327.2pp |
| Employer contribution / active EE | $9,252 | $5,263+75.8% | $4,736+95.4% | $4,764+94.2% |
| Participant deferral / active EE | $12,616 | $7,111+77.4% | $6,710+88.0% | $5,851+115.6% |
| Admin fee / account holder | $1,190 | $12,126-90.2% | $10,265-88.4% | $11,601-89.7% |