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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 | $37,874 | $152,619-75.2% | $125,195-69.7% | $152,909-75.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 11.69% | 54.85%-43.2pp | 43.79%-32.1pp | 345.46%-333.8pp |
| Employer contribution / active EE | $14,911 | $4,947+201.4% | $3,866+285.7% | $4,764+213.0% |
| Participant deferral / active EE | $4,856 | $5,869-17.3% | $4,937-1.7% | $5,851-17.0% |
| Admin fee / account holder | $44,219 | $13,437+229.1% | $9,704+355.7% | $11,601+281.2% |