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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 | $48,482 | $124,346-61.0% | $111,308-56.4% | $167,536-71.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.11% | 37.45%-23.3pp | 54.67%-40.6pp | 478.82%-464.7pp |
| Employer contribution / active EE | $2,085 | $3,437-39.3% | $2,732-23.7% | $4,839-56.9% |
| Participant deferral / active EE | $4,036 | $5,182-22.1% | $4,487-10.1% | $6,342-36.4% |
| Admin fee / account holder | $34,493 | $10,621+224.7% | $7,965+333.0% | $12,315+180.1% |