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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 | $45,865 | $90,607-49.4% | $79,467-42.3% | $135,380-66.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 7.92% | 977.74%-969.8pp | 718.30%-710.4pp | 519.81%-511.9pp |
| Employer contribution / active EE | $2,368 | $3,068-22.8% | $2,800-15.4% | $4,779-50.5% |
| Participant deferral / active EE | $2,651 | $4,050-34.6% | $3,704-28.4% | $5,609-52.7% |
| Admin fee / account holder | $688 | $5,895-88.3% | $5,104-86.5% | $10,828-93.7% |