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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 | $71,274 | $117,829-39.5% | $102,423-30.4% | $145,877-51.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.46% | 31.83%-19.4pp | 29.42%-17.0pp | 551.28%-538.8pp |
| Employer contribution / active EE | $8,971 | $3,615+148.2% | $3,023+196.8% | $4,663+92.4% |
| Participant deferral / active EE | $12,532 | $5,732+118.6% | $5,054+148.0% | $6,691+87.3% |
| Admin fee / account holder | $1,580 | $13,335-88.1% | $9,455-83.3% | $13,402-88.2% |