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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 | $36,532 | $176,786-79.3% | $146,643-75.1% | $167,536-78.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.18% | 24.04%-10.9pp | 22.75%-9.6pp | 478.82%-465.6pp |
| Employer contribution / active EE | $1,391 | $5,161-73.1% | $4,137-66.4% | $4,839-71.3% |
| Participant deferral / active EE | $4,037 | $6,440-37.3% | $5,506-26.7% | $6,342-36.3% |
| Admin fee / account holder | $855 | $13,262-93.6% | $10,280-91.7% | $12,315-93.1% |