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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 | $33,291 | $77,449-57.0% | $69,483-52.1% | $152,909-78.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 7.33% | 39.09%-31.8pp | 28.99%-21.7pp | 345.46%-338.1pp |
| Employer contribution / active EE | $5,768 | $3,316+74.0% | $2,780+107.5% | $4,764+21.1% |
| Participant deferral / active EE | $7,390 | $4,415+67.4% | $3,537+109.0% | $5,851+26.3% |
| Admin fee / account holder | $4,224 | $6,210-32.0% | $3,841+10.0% | $11,601-63.6% |