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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 | $73,851 | $172,111-57.1% | $150,298-50.9% | $137,256-46.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.12% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,030 | $4,636-34.6% | $4,154-27.1% | $4,156-27.1% |
| Participant deferral / active EE | $7,245 | $6,166+17.5% | $5,453+32.9% | $6,407+13.1% |
| Admin fee / account holder | $31,389 | $16,471+90.6% | $14,116+122.4% | $12,270+155.8% |