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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 | $35,366 | $104,577-66.2% | $76,667-53.9% | $152,914-76.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 13.70% | 1014.36%-1000.7pp | 1166.74%-1153.0pp | 345.48%-331.8pp |
| Employer contribution / active EE | $2,216 | $3,119-29.0% | $2,303-3.8% | $4,764-53.5% |
| Participant deferral / active EE | $4,374 | $4,237+3.2% | $3,336+31.1% | $5,852-25.3% |
| Admin fee / account holder | $3,652 | $12,290-70.3% | $6,423-43.1% | $11,601-68.5% |