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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 | $73,554 | $118,708-38.0% | $98,920-25.6% | $158,982-53.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 17.29% | 372.49%-355.2pp | 196.47%-179.2pp | 302.99%-285.7pp |
| Employer contribution / active EE | $1,171 | $3,334-64.9% | $2,689-56.5% | $4,763-75.4% |
| Participant deferral / active EE | $5,003 | $5,089-1.7% | $4,245+17.8% | $5,983-16.4% |
| Admin fee / account holder | $12,268 | $10,134+21.1% | $6,643+84.7% | $11,252+9.0% |