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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 | $42,689 | $157,304-72.9% | $141,197-69.8% | $152,909-72.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 43.45% | 64.34%-20.9pp | 71.41%-28.0pp | 345.46%-302.0pp |
| Employer contribution / active EE | $2,099 | $5,263-60.1% | $4,736-55.7% | $4,764-55.9% |
| Participant deferral / active EE | $6,351 | $7,111-10.7% | $6,710-5.4% | $5,851+8.5% |
| Admin fee / account holder | $5,406 | $12,126-55.4% | $10,265-47.3% | $11,601-53.4% |