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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 | $46,160 | $103,392-55.4% | $87,104-47.0% | $152,897-69.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 15.48% | 28.10%-12.6pp | 28.19%-12.7pp | 345.43%-330.0pp |
| Employer contribution / active EE | $4,936 | $3,221+53.3% | $2,521+95.8% | $4,764+3.6% |
| Participant deferral / active EE | $3,093 | $4,778-35.3% | $4,048-23.6% | $5,851-47.1% |
| Admin fee / account holder | $2,486 | $12,194-79.6% | $7,491-66.8% | $11,599-78.6% |