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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 | $38,434 | $185,883-79.3% | $170,043-77.4% | $139,466-72.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.43% | 60.54%-44.1pp | 53.40%-37.0pp | 373.66%-357.2pp |
| Employer contribution / active EE | $2,034 | $7,596-73.2% | $6,790-70.1% | $4,754-57.2% |
| Participant deferral / active EE | $3,096 | $11,626-73.4% | $10,410-70.3% | $6,712-53.9% |
| Admin fee / account holder | $7,692 | $15,393-50.0% | $12,824-40.0% | $11,409-32.6% |