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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 | $63,017 | $98,240-35.9% | $82,312-23.4% | $147,586-57.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.38% | 30.85%-10.5pp | 25.88%-5.5pp | 578.59%-558.2pp |
| Employer contribution / active EE | $3,032 | $3,192-5.0% | $2,428+24.9% | $4,876-37.8% |
| Participant deferral / active EE | $6,221 | $4,383+41.9% | $3,706+67.9% | $5,439+14.4% |
| Admin fee / account holder | $635 | $8,563-92.6% | $5,608-88.7% | $10,886-94.2% |