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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 | $44,445 | $110,337-59.7% | $102,383-56.6% | $145,877-69.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.27% | 24.83%-11.6pp | 24.94%-11.7pp | 551.28%-538.0pp |
| Employer contribution / active EE | $1,289 | $4,216-69.4% | $3,870-66.7% | $4,663-72.3% |
| Participant deferral / active EE | $3,034 | $5,621-46.0% | $5,060-40.0% | $6,691-54.7% |
| Admin fee / account holder | $511 | $9,750-94.8% | $8,391-93.9% | $13,402-96.2% |