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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 | $53,864 | $142,430-62.2% | $115,170-53.2% | $152,897-64.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 21.62% | 41.48%-19.9pp | 35.60%-14.0pp | 345.43%-323.8pp |
| Employer contribution / active EE | $2,183 | $4,011-45.6% | $3,179-31.3% | $4,764-54.2% |
| Participant deferral / active EE | $6,682 | $5,165+29.4% | $4,169+60.3% | $5,851+14.2% |
| Admin fee / account holder | $957 | $8,464-88.7% | $7,089-86.5% | $11,599-91.7% |