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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 | $42,632 | $61,816-31.0% | $97,260-56.2% | $80,935-47.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 19.02% | -558.73%+577.8pp | 75.54%-56.5pp | 35.66%-16.6pp |
| Employer contribution / active EE | $5,245 | $1,836+185.6% | $2,721+92.7% | $2,757+90.3% |
| Participant deferral / active EE | $13,090 | $3,027+332.5% | $4,262+207.2% | $4,299+204.5% |
| Admin fee / account holder | $2,078 | $5,166-59.8% | $5,640-63.2% | $6,924-70.0% |