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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 | $27,602 | $76,368-63.9% | $67,681-59.2% | $154,746-82.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 11.61% | 1066.77%-1055.2pp | 590.58%-579.0pp | 172.34%-160.7pp |
| Employer contribution / active EE | $2,009 | $3,151-36.2% | $2,678-25.0% | $4,379-54.1% |
| Participant deferral / active EE | $2,083 | $4,824-56.8% | $3,976-47.6% | $6,730-69.1% |
| Admin fee / account holder | $8,215 | $8,559-4.0% | $6,100+34.7% | $14,365-42.8% |