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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 | $32,104 | $157,304-79.6% | $141,197-77.3% | $152,909-79.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 53.27% | 64.34%-11.1pp | 71.41%-18.1pp | 345.46%-292.2pp |
| Employer contribution / active EE | $3,652 | $5,263-30.6% | $4,736-22.9% | $4,764-23.3% |
| Participant deferral / active EE | $10,068 | $7,111+41.6% | $6,710+50.0% | $5,851+72.1% |
| Admin fee / account holder | $6,107 | $12,126-49.6% | $10,265-40.5% | $11,601-47.4% |