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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 | $30,227 | $88,672-65.9% | $105,223-71.3% | $82,448-63.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 20.16% | 30.86%-10.7pp | 180.65%-160.5pp | 41.64%-21.5pp |
| Employer contribution / active EE | $10,112 | $3,048+231.8% | $3,689+174.1% | $2,551+296.4% |
| Participant deferral / active EE | $4,129 | $4,036+2.3% | $5,072-18.6% | $4,139-0.2% |
| Admin fee / account holder | $3,209 | $7,146-55.1% | $8,859-63.8% | $7,234-55.6% |