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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 | $34,754 | $183,592-81.1% | $155,567-77.7% | $145,959-76.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.86% | 61.24%-49.4pp | 64.74%-52.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $1,708 | $5,315-67.9% | $4,674-63.5% | $4,661-63.4% |
| Participant deferral / active EE | $3,530 | $6,464-45.4% | $5,628-37.3% | $6,689-47.2% |
| Admin fee / account holder | $1,140 | $19,318-94.1% | $15,916-92.8% | $13,398-91.5% |