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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 | $57,401 | $95,415-39.8% | $185,851-69.1% | $85,851-33.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 31.19% | 23.59%+7.6pp | 122.11%-90.9pp | 318.63%-287.4pp |
| Employer contribution / active EE | $2,457 | $3,314-25.9% | $5,168-52.5% | $2,565-4.2% |
| Participant deferral / active EE | $2,780 | $3,424-18.8% | $5,569-50.1% | $3,952-29.7% |
| Admin fee / account holder | $1,207 | $7,215-83.3% | $16,245-92.6% | $6,261-80.7% |