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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 | $58,220 | $127,298-54.3% | $109,916-47.0% | $167,553-65.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 16.18% | 22.97%-6.8pp | 29.46%-13.3pp | 478.89%-462.7pp |
| Employer contribution / active EE | $1,274 | $3,325-61.7% | $2,844-55.2% | $4,840-73.7% |
| Participant deferral / active EE | $2,710 | $4,513-40.0% | $4,047-33.0% | $6,343-57.3% |
| Admin fee / account holder | $601 | $7,119-91.6% | $6,069-90.1% | $12,316-95.1% |