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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 | $51,747 | $116,203-55.5% | $93,621-44.7% | $152,909-66.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 22.23% | 35.96%-13.7pp | 32.76%-10.5pp | 345.46%-323.2pp |
| Employer contribution / active EE | $1,811 | $3,219-43.7% | $2,719-33.4% | $4,764-62.0% |
| Participant deferral / active EE | $5,019 | $4,605+9.0% | $4,070+23.3% | $5,851-14.2% |
| Admin fee / account holder | $2,022 | $10,751-81.2% | $7,890-74.4% | $11,601-82.6% |