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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 | $43,169 | $157,276-72.6% | $141,177-69.4% | $152,885-71.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 35.52% | 64.33%-28.8pp | 71.40%-35.9pp | 345.39%-309.9pp |
| Employer contribution / active EE | $2,657 | $5,262-49.5% | $4,736-43.9% | $4,763-44.2% |
| Participant deferral / active EE | $4,817 | $7,110-32.3% | $6,710-28.2% | $5,851-17.7% |
| Admin fee / account holder | $4,739 | $12,123-60.9% | $10,263-53.8% | $11,598-59.1% |