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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 | $37,677 | $127,790-70.5% | $106,555-64.6% | $167,536-77.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 10.77% | 33.88%-23.1pp | 26.80%-16.0pp | 478.82%-468.1pp |
| Employer contribution / active EE | $5,086 | $3,428+48.4% | $2,819+80.4% | $4,839+5.1% |
| Participant deferral / active EE | $4,710 | $5,088-7.4% | $4,399+7.1% | $6,342-25.7% |
| Admin fee / account holder | $1,054 | $11,229-90.6% | $7,408-85.8% | $12,315-91.4% |