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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 | $37,808 | $110,337-65.7% | $102,383-63.1% | $145,877-74.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.31% | 24.83%-12.5pp | 24.94%-12.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $3,395 | $4,216-19.5% | $3,870-12.3% | $4,663-27.2% |
| Participant deferral / active EE | $6,297 | $5,621+12.0% | $5,060+24.5% | $6,691-5.9% |
| Admin fee / account holder | $1,841 | $9,750-81.1% | $8,391-78.1% | $13,402-86.3% |