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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 | $38,447 | $157,276-75.6% | $141,177-72.8% | $152,885-74.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.10% | 64.33%-45.2pp | 71.40%-52.3pp | 345.39%-326.3pp |
| Employer contribution / active EE | $1,709 | $5,262-67.5% | $4,736-63.9% | $4,763-64.1% |
| Participant deferral / active EE | $2,678 | $7,110-62.3% | $6,710-60.1% | $5,851-54.2% |
| Admin fee / account holder | $5,392 | $12,123-55.5% | $10,263-47.5% | $11,598-53.5% |