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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 | $56,222 | $63,346-11.2% | $92,239-39.0% | $70,124-19.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.00% | 530.19%-515.2pp | 176.29%-161.3pp | 73.14%-58.1pp |
| Employer contribution / active EE | $5,278 | $2,471+113.6% | $3,680+43.4% | $2,342+125.3% |
| Participant deferral / active EE | $3,201 | $2,854+12.2% | $3,897-17.9% | $3,332-3.9% |
| Admin fee / account holder | $315 | $3,841-91.8% | $5,194-93.9% | $4,645-93.2% |