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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 | $41,362 | $157,276-73.7% | $141,177-70.7% | $152,885-72.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.36% | 64.33%-44.0pp | 71.40%-51.0pp | 345.39%-325.0pp |
| Employer contribution / active EE | $3,411 | $5,262-35.2% | $4,736-28.0% | $4,763-28.4% |
| Participant deferral / active EE | $5,962 | $7,110-16.2% | $6,710-11.1% | $5,851+1.9% |
| Admin fee / account holder | $5,981 | $12,123-50.7% | $10,263-41.7% | $11,598-48.4% |