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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 | $46,568 | $63,703-26.9% | $93,063-50.0% | $82,448-43.5% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 18.59% | -775.43%+794.0pp | 34.15%-15.6pp | 41.64%-23.0pp |
| Employer contribution / active EE | $6,968 | $1,729+303.1% | $2,476+181.4% | $2,551+173.1% |
| Participant deferral / active EE | $7,371 | $2,919+152.5% | $3,958+86.2% | $4,139+78.1% |
| Admin fee / account holder | $3,594 | $5,982-39.9% | $6,033-40.4% | $7,234-50.3% |