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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 | $33,748 | $148,582-77.3% | $135,942-75.2% | $139,456-75.8% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 0.00% | 79.26%-79.3pp | 68.28%-68.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $2,587 | $5,245-50.7% | $4,858-46.7% | $4,753-45.6% |
| Participant deferral / active EE | $13,385 | $8,101+65.2% | $7,759+72.5% | $6,711+99.4% |
| Admin fee / account holder | $1,132 | $12,402-90.9% | $10,764-89.5% | $11,407-90.1% |