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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 | $64,888 | $127,790-49.2% | $106,554-39.1% | $167,553-61.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 18.23% | 33.88%-15.6pp | 26.80%-8.6pp | 478.89%-460.7pp |
| Employer contribution / active EE | $3,879 | $3,427+13.2% | $2,819+37.6% | $4,840-19.9% |
| Participant deferral / active EE | $3,989 | $5,088-21.6% | $4,398-9.3% | $6,343-37.1% |
| Admin fee / account holder | $537 | $11,231-95.2% | $7,408-92.7% | $12,316-95.6% |