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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 | $58,466 | $110,093-46.9% | $97,295-39.9% | $145,897-59.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.87% | 244.76%-228.9pp | 75.62%-59.7pp | 552.29%-536.4pp |
| Employer contribution / active EE | $2,088 | $3,077-32.1% | $2,723-23.3% | $4,663-55.2% |
| Participant deferral / active EE | $4,906 | $4,678+4.9% | $4,264+15.1% | $6,689-26.7% |
| Admin fee / account holder | $96,458 | $6,212+1452.7% | $5,646+1608.3% | $13,390+620.4% |