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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 | $56,558 | $102,382-44.8% | $147,005-61.5% | $80,874-30.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.25% | 134.89%-120.6pp | 418.76%-404.5pp | 35.62%-21.4pp |
| Employer contribution / active EE | $5,391 | $3,715+45.1% | $4,934+9.3% | $2,756+95.6% |
| Participant deferral / active EE | $7,866 | $6,646+18.4% | $8,070-2.5% | $4,297+83.1% |
| Admin fee / account holder | $6,448 | $7,942-18.8% | $13,006-50.4% | $6,935-7.0% |