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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 | $35,613 | $95,406-62.7% | $185,849-80.8% | $85,847-58.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.67% | 23.59%-8.9pp | 122.10%-107.4pp | 318.61%-303.9pp |
| Employer contribution / active EE | $1,624 | $3,314-51.0% | $5,169-68.6% | $2,565-36.7% |
| Participant deferral / active EE | $3,336 | $3,424-2.6% | $5,569-40.1% | $3,952-15.6% |
| Admin fee / account holder | $315 | $7,214-95.6% | $16,244-98.1% | $6,261-95.0% |