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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 | $33,360 | $72,071-53.7% | $68,368-51.2% | $137,256-75.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.18% | 353.14%-337.0pp | 292.57%-276.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,020 | $2,788-27.6% | $2,649-23.8% | $4,156-51.4% |
| Participant deferral / active EE | $7,224 | $4,410+63.8% | $4,123+75.2% | $6,407+12.8% |
| Admin fee / account holder | $1,329 | $5,336-75.1% | $5,150-74.2% | $12,270-89.2% |