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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 | $67,586 | $125,237-46.0% | $105,608-36.0% | $145,877-53.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.81% | 225.76%-213.0pp | 116.50%-103.7pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,777 | $3,720-52.2% | $3,167-43.9% | $4,663-61.9% |
| Participant deferral / active EE | $4,488 | $5,711-21.4% | $5,010-10.4% | $6,691-32.9% |
| Admin fee / account holder | $766 | $17,287-95.6% | $11,028-93.1% | $13,402-94.3% |