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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 | $71,741 | $125,184-42.7% | $105,607-32.1% | $145,884-50.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.19% | 225.00%-210.8pp | 116.11%-101.9pp | 551.85%-537.7pp |
| Employer contribution / active EE | $2,353 | $3,720-36.8% | $3,167-25.7% | $4,662-49.5% |
| Participant deferral / active EE | $3,053 | $5,714-46.6% | $5,011-39.1% | $6,690-54.4% |
| Admin fee / account holder | $1,652 | $17,133-90.4% | $10,958-84.9% | $13,392-87.7% |