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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 | $52,337 | $90,617-42.2% | $79,476-34.1% | $135,382-61.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 2.15% | 977.57%-975.4pp | 718.21%-716.1pp | 519.77%-517.6pp |
| Employer contribution / active EE | $2,624 | $3,068-14.5% | $2,800-6.3% | $4,779-45.1% |
| Participant deferral / active EE | $5,804 | $4,050+43.3% | $3,704+56.7% | $5,609+3.5% |
| Admin fee / account holder | $592 | $5,907-90.0% | $5,113-88.4% | $10,829-94.5% |