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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 | $44,014 | $102,429-57.0% | $147,096-70.1% | $80,925-45.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.61% | 135.02%-121.4pp | 419.75%-406.1pp | 35.65%-22.0pp |
| Employer contribution / active EE | $5,189 | $3,716+39.7% | $4,936+5.1% | $2,756+88.3% |
| Participant deferral / active EE | $7,575 | $6,649+13.9% | $8,071-6.2% | $4,299+76.2% |
| Admin fee / account holder | $4,697 | $7,957-41.0% | $13,005-63.9% | $6,940-32.3% |