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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 | $67,752 | $217,427-68.8% | $185,837-63.5% | $167,518-59.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.96% | 148.39%-137.4pp | 122.08%-111.1pp | 478.71%-467.8pp |
| Employer contribution / active EE | $1,349 | $5,874-77.0% | $5,168-73.9% | $4,838-72.1% |
| Participant deferral / active EE | $4,079 | $6,357-35.8% | $5,568-26.7% | $6,342-35.7% |
| Admin fee / account holder | $102,553 | $19,816+417.5% | $16,241+531.4% | $12,312+732.9% |