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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 | $64,552 | $125,193-48.4% | $105,591-38.9% | $145,978-55.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.29% | 225.53%-212.2pp | 116.43%-103.1pp | 550.52%-537.2pp |
| Employer contribution / active EE | $1,543 | $3,718-58.5% | $3,166-51.3% | $4,662-66.9% |
| Participant deferral / active EE | $4,200 | $5,708-26.4% | $5,008-16.1% | $6,690-37.2% |
| Admin fee / account holder | $509 | $17,277-97.1% | $11,024-95.4% | $13,400-96.2% |