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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 | $45,020 | $45,152-0.3% | $73,845-39.0% | $59,632-24.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.03% | 27.40%-28.4pp | 2267.91%-2268.9pp | 2041.32%-2042.3pp |
| Employer contribution / active EE | $3,118 | $1,902+64.0% | $2,788+11.8% | $2,203+41.6% |
| Participant deferral / active EE | $6,227 | $2,574+141.9% | $3,583+73.8% | $3,192+95.1% |
| Admin fee / account holder | $3,182 | $3,516-9.5% | $4,881-34.8% | $4,297-26.0% |