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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 | $32,620 | $127,387-74.4% | $115,038-71.6% | $125,389-74.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $21,568 | $5,166+317.5% | $4,608+368.1% | $4,866+343.2% |
| Participant deferral / active EE | $12,251 | $6,423+90.7% | $6,026+103.3% | $5,352+128.9% |
| Admin fee / account holder | $947 | $9,516-90.0% | $8,175-88.4% | $9,541-90.1% |