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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 | $61,443 | $183,539-66.5% | $155,556-60.5% | $145,897-57.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.77% | 61.31%-48.5pp | 64.84%-52.1pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,528 | $5,315-71.2% | $4,675-67.3% | $4,663-67.2% |
| Participant deferral / active EE | $4,772 | $6,467-26.2% | $5,631-15.2% | $6,689-28.7% |
| Admin fee / account holder | $4,631 | $19,275-76.0% | $15,885-70.8% | $13,390-65.4% |