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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 | $30,539 | $108,922-72.0% | $100,398-69.6% | $145,978-79.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 22.09% | 58.04%-36.0pp | 49.32%-27.2pp | 550.52%-528.4pp |
| Employer contribution / active EE | $1,657 | $4,426-62.6% | $3,946-58.0% | $4,662-64.5% |
| Participant deferral / active EE | $2,938 | $8,450-65.2% | $8,084-63.7% | $6,690-56.1% |
| Admin fee / account holder | $2,951 | $9,680-69.5% | $7,893-62.6% | $13,400-78.0% |