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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 | $29,647 | $95,188-68.9% | $76,518-61.3% | $135,379-78.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 18.06% | 4.85%+13.2pp | -0.27%+18.3pp | 519.79%-501.7pp |
| Employer contribution / active EE | $4,918 | $3,303+48.9% | $2,647+85.8% | $4,779+2.9% |
| Participant deferral / active EE | $15,888 | $4,640+242.4% | $3,836+314.2% | $5,609+183.3% |
| Admin fee / account holder | $2,609 | $6,249-58.3% | $4,849-46.2% | $10,828-75.9% |