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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 | $36,718 | $90,691-59.5% | $76,119-51.8% | $145,884-74.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.68% | 624.52%-613.8pp | 361.25%-350.6pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,902 | $3,329-42.9% | $2,693-29.4% | $4,662-59.2% |
| Participant deferral / active EE | $4,532 | $5,167-12.3% | $4,259+6.4% | $6,690-32.3% |
| Admin fee / account holder | $306 | $8,383-96.4% | $6,421-95.2% | $13,392-97.7% |