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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 | $56,415 | $171,492-67.1% | $150,734-62.6% | $198,609-71.6% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 5.80% | 804.70%-798.9pp | 600.81%-595.0pp | 202.70%-196.9pp |
| Employer contribution / active EE | $9,510 | $5,470+73.9% | $4,918+93.4% | $5,055+88.1% |
| Participant deferral / active EE | $2,978 | $6,259-52.4% | $5,610-46.9% | $6,977-57.3% |
| Admin fee / account holder | $17,793 | $17,628+0.9% | $14,905+19.4% | $19,030-6.5% |