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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 | $64,345 | $58,828+9.4% | $78,002-17.5% | $62,881+2.3% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.04% | 17.16%-11.1pp | 425.99%-419.9pp | 20.14%-14.1pp |
| Employer contribution / active EE | $7,283 | $1,672+335.6% | $2,470+194.8% | $2,281+219.3% |
| Participant deferral / active EE | $4,671 | $2,686+74.0% | $3,497+33.6% | $3,203+45.8% |
| Admin fee / account holder | $603 | $4,393-86.3% | $5,481-89.0% | $4,296-86.0% |