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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 | $30,173 | $102,382-70.5% | $147,005-79.5% | $80,874-62.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.48% | 134.89%-120.4pp | 418.76%-404.3pp | 35.62%-21.1pp |
| Employer contribution / active EE | $5,318 | $3,715+43.2% | $4,934+7.8% | $2,756+93.0% |
| Participant deferral / active EE | $6,757 | $6,646+1.7% | $8,070-16.3% | $4,297+57.3% |
| Admin fee / account holder | $4,581 | $7,942-42.3% | $13,006-64.8% | $6,935-33.9% |