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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 | $53,431 | $28,624+86.7% | $53,647-0.4% | $82,637-35.3% |
| Participation rate | 100.0% | 47.3%+52.7pp | 56.3%+43.7pp | 68.1%+31.9pp |
| Annual return | 15.27% | 664.98%-649.7pp | 358.33%-343.1pp | 53.51%-38.2pp |
| Employer contribution / active EE | $1,018 | $637+59.9% | $962+5.8% | $2,552-60.1% |
| Participant deferral / active EE | $3,251 | $1,196+171.7% | $1,813+79.3% | $4,126-21.2% |
| Admin fee / account holder | $1,915 | $2,022-5.3% | $2,460-22.2% | $7,339-73.9% |