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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 | $43,514 | $56,197-22.6% | $67,652-35.7% | $59,633-27.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 1.23% | 18508.10%-18506.9pp | 6625.40%-6624.2pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $5,512 | $1,615+241.4% | $2,266+143.3% | $2,203+150.2% |
| Participant deferral / active EE | $3,809 | $2,844+34.0% | $3,560+7.0% | $3,192+19.3% |
| Admin fee / account holder | $7,976 | $3,958+101.5% | $4,821+65.5% | $4,297+85.6% |