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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 | $65,388 | $77,449-15.6% | $69,483-5.9% | $152,909-57.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 21.67% | 39.09%-17.4pp | 28.99%-7.3pp | 345.46%-323.8pp |
| Employer contribution / active EE | $3,382 | $3,316+2.0% | $2,780+21.7% | $4,764-29.0% |
| Participant deferral / active EE | $17,609 | $4,415+298.9% | $3,537+397.9% | $5,851+200.9% |
| Admin fee / account holder | $1,439 | $6,210-76.8% | $3,841-62.5% | $11,601-87.6% |