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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 | $63,924 | $69,248-7.7% | $64,101-0.3% | $139,466-54.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.88% | 45.95%-27.1pp | 33.72%-14.8pp | 373.66%-354.8pp |
| Employer contribution / active EE | $1,479 | $3,185-53.6% | $2,749-46.2% | $4,754-68.9% |
| Participant deferral / active EE | $2,993 | $4,682-36.1% | $3,881-22.9% | $6,712-55.4% |
| Admin fee / account holder | $13,259 | $4,247+212.2% | $3,070+331.8% | $11,409+16.2% |