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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 | $48,533 | $53,128-8.6% | $86,582-43.9% | $70,126-30.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.37% | 27.66%-11.3pp | 965.08%-948.7pp | 73.15%-56.8pp |
| Employer contribution / active EE | $2,586 | $2,068+25.0% | $2,839-8.9% | $2,343+10.4% |
| Participant deferral / active EE | $3,622 | $2,695+34.4% | $3,609+0.4% | $3,332+8.7% |
| Admin fee / account holder | $688 | $3,584-80.8% | $4,904-86.0% | $4,645-85.2% |