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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 | $46,746 | $110,410-57.7% | $102,437-54.4% | $145,897-68.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.24% | 24.85%-6.6pp | 24.95%-6.7pp | 552.29%-534.1pp |
| Employer contribution / active EE | $8,239 | $4,217+95.4% | $3,871+112.9% | $4,663+76.7% |
| Participant deferral / active EE | $9,009 | $5,622+60.3% | $5,060+78.0% | $6,689+34.7% |
| Admin fee / account holder | $1,234 | $9,745-87.3% | $8,388-85.3% | $13,390-90.8% |