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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 | $76,754 | $103,393-25.8% | $87,103-11.9% | $152,909-49.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 17.34% | 28.10%-10.8pp | 28.19%-10.9pp | 345.46%-328.1pp |
| Employer contribution / active EE | $3,001 | $3,221-6.8% | $2,521+19.0% | $4,764-37.0% |
| Participant deferral / active EE | $7,406 | $4,778+55.0% | $4,049+82.9% | $5,851+26.6% |
| Admin fee / account holder | $4,222 | $12,195-65.4% | $7,491-43.6% | $11,601-63.6% |