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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 | $21,755 | $51,638-57.9% | $68,368-68.2% | $82,448-73.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 16.43% | 37.53%-21.1pp | 292.57%-276.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $3,312 | $2,047+61.9% | $2,649+25.0% | $2,551+29.8% |
| Participant deferral / active EE | $5,837 | $2,914+100.3% | $4,123+41.6% | $4,139+41.0% |
| Admin fee / account holder | $9,778 | $4,643+110.6% | $5,150+89.9% | $7,234+35.2% |