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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 | $81,194 | $110,337-26.4% | $102,383-20.7% | $145,877-44.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.13% | 24.83%-13.7pp | 24.94%-13.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $8,580 | $4,216+103.5% | $3,870+121.7% | $4,663+84.0% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,667 | $9,750-52.1% | $8,391-44.4% | $13,402-65.2% |