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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 | $49,938 | $58,258-14.3% | $81,820-39.0% | $80,925-38.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 18.80% | 41.76%-23.0pp | 777.93%-759.1pp | 35.65%-16.9pp |
| Employer contribution / active EE | $6,536 | $2,345+178.7% | $2,915+124.2% | $2,756+137.1% |
| Participant deferral / active EE | $9,390 | $3,284+186.0% | $4,323+117.2% | $4,299+118.4% |
| Admin fee / account holder | $392 | $4,976-92.1% | $7,391-94.7% | $6,940-94.3% |