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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 | $46,069 | $112,112-58.9% | $95,956-52.0% | $158,950-71.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.57% | 171.15%-164.6pp | 91.63%-85.1pp | 302.91%-296.3pp |
| Employer contribution / active EE | $3,174 | $3,199-0.8% | $2,541+24.9% | $4,762-33.3% |
| Participant deferral / active EE | $7,375 | $4,784+54.2% | $4,167+77.0% | $5,983+23.3% |
| Admin fee / account holder | $12,992 | $10,134+28.2% | $6,797+91.1% | $11,248+15.5% |