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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 | $57,735 | $78,694-26.6% | $67,652-14.7% | $125,389-54.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 4.23% | 9.46%-5.2pp | 6625.40%-6621.2pp | 282.24%-278.0pp |
| Employer contribution / active EE | $7,853 | $3,044+158.0% | $2,266+246.6% | $4,866+61.4% |
| Participant deferral / active EE | $7,701 | $4,292+79.4% | $3,560+116.3% | $5,352+43.9% |
| Admin fee / account holder | $546 | $7,403-92.6% | $4,821-88.7% | $9,541-94.3% |