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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 | $40,448 | $183,539-78.0% | $155,556-74.0% | $145,897-72.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.86% | 61.31%-52.5pp | 64.84%-56.0pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,613 | $5,315-69.7% | $4,675-65.5% | $4,663-65.4% |
| Participant deferral / active EE | $6,413 | $6,467-0.8% | $5,631+13.9% | $6,689-4.1% |
| Admin fee / account holder | $3,927 | $19,275-79.6% | $15,885-75.3% | $13,390-70.7% |