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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 | $102,586 | $124,336-17.5% | $111,303-7.8% | $167,518-38.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 19.28% | 37.45%-18.2pp | 54.66%-35.4pp | 478.71%-459.4pp |
| Employer contribution / active EE | $4,437 | $3,436+29.1% | $2,731+62.4% | $4,838-8.3% |
| Participant deferral / active EE | $6,509 | $5,181+25.6% | $4,487+45.1% | $6,342+2.6% |
| Admin fee / account holder | $1,005 | $10,623-90.5% | $7,966-87.4% | $12,312-91.8% |