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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 | $37,833 | $57,352-34.0% | $83,830-54.9% | $64,173-41.0% |
| Participation rate | 90.6% | 68.6%+22.0pp | 76.1%+14.5pp | 69.6%+21.1pp |
| Annual return | -6.72% | 11.38%-18.1pp | 850.97%-857.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $4,711 | $2,546+85.1% | $3,631+29.8% | $2,381+97.9% |
| Participant deferral / active EE | $2,586 | $2,993-13.6% | $4,082-36.7% | $3,470-25.5% |
| Admin fee / account holder | $10,820 | $4,046+167.4% | $5,479+97.5% | $4,887+121.4% |