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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 | $91,247 | $154,159-40.8% | $130,026-29.8% | $139,456-34.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.66% | 32.50%-14.8pp | -137.26%+154.9pp | 373.45%-355.8pp |
| Employer contribution / active EE | $2,469 | $5,292-53.3% | $4,321-42.9% | $4,753-48.1% |
| Participant deferral / active EE | $5,549 | $6,710-17.3% | $5,821-4.7% | $6,711-17.3% |
| Admin fee / account holder | $3,743 | $14,001-73.3% | $10,608-64.7% | $11,407-67.2% |