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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 | $57,260 | $110,337-48.1% | $102,383-44.1% | $145,877-60.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.71% | 24.83%-14.1pp | 24.94%-14.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $2,119 | $4,216-49.7% | $3,870-45.2% | $4,663-54.6% |
| Participant deferral / active EE | $4,906 | $5,621-12.7% | $5,060-3.0% | $6,691-26.7% |
| Admin fee / account holder | $4,603 | $9,750-52.8% | $8,391-45.1% | $13,402-65.7% |