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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 | $33,529 | $89,259-62.4% | $107,187-68.7% | $82,637-59.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 46.25% | 21.02%+25.2pp | 204.55%-158.3pp | 53.51%-7.3pp |
| Employer contribution / active EE | $3,142 | $3,080+2.0% | $3,782-16.9% | $2,552+23.1% |
| Participant deferral / active EE | $6,488 | $4,037+60.7% | $5,096+27.3% | $4,126+57.3% |
| Admin fee / account holder | $1,236 | $7,381-83.3% | $9,162-86.5% | $7,339-83.2% |