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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 | $87,509 | $166,131-47.3% | $164,975-47.0% | $145,877-40.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.39% | 100.37%-86.0pp | 70.12%-55.7pp | 551.28%-536.9pp |
| Employer contribution / active EE | $3,078 | $5,276-41.7% | $4,343-29.1% | $4,663-34.0% |
| Participant deferral / active EE | $4,140 | $6,962-40.5% | $6,033-31.4% | $6,691-38.1% |
| Admin fee / account holder | $13,717 | $16,648-17.6% | $12,688+8.1% | $13,402+2.3% |