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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 | $56,050 | $166,268-66.3% | $165,100-66.1% | $145,897-61.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.93% | 100.52%-88.6pp | 70.21%-58.3pp | 552.29%-540.4pp |
| Employer contribution / active EE | $2,186 | $5,284-58.6% | $4,348-49.7% | $4,663-53.1% |
| Participant deferral / active EE | $5,087 | $6,964-27.0% | $6,035-15.7% | $6,689-24.0% |
| Admin fee / account holder | $4,138 | $16,659-75.2% | $12,696-67.4% | $13,390-69.1% |