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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 | $90,158 | $152,619-40.9% | $125,195-28.0% | $152,909-41.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 13.96% | 54.85%-40.9pp | 43.79%-29.8pp | 345.46%-331.5pp |
| Employer contribution / active EE | $2,688 | $4,947-45.7% | $3,866-30.5% | $4,764-43.6% |
| Participant deferral / active EE | $4,690 | $5,869-20.1% | $4,937-5.0% | $5,851-19.9% |
| Admin fee / account holder | $11,764 | $13,437-12.5% | $9,704+21.2% | $11,601+1.4% |