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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 | $46,868 | $107,941-56.6% | $91,994-49.1% | $152,909-69.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 35.86% | 89.28%-53.4pp | 69.04%-33.2pp | 345.46%-309.6pp |
| Employer contribution / active EE | $1,980 | $4,212-53.0% | $3,453-42.7% | $4,764-58.4% |
| Participant deferral / active EE | $13,159 | $6,366+106.7% | $5,924+122.1% | $5,851+124.9% |
| Admin fee / account holder | $435 | $10,521-95.9% | $7,744-94.4% | $11,601-96.3% |