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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 | $62,592 | $137,414-54.4% | $189,537-67.0% | $85,847-27.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 13.70% | 38.14%-24.4pp | 555.34%-541.6pp | 318.61%-304.9pp |
| Employer contribution / active EE | $2,526 | $4,344-41.8% | $6,161-59.0% | $2,565-1.5% |
| Participant deferral / active EE | $4,695 | $6,260-25.0% | $8,220-42.9% | $3,952+18.8% |
| Admin fee / account holder | $715 | $8,630-91.7% | $12,048-94.1% | $6,261-88.6% |