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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 | $59,507 | $106,247-44.0% | $96,515-38.3% | $139,466-57.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.46% | 38.47%-21.0pp | 35.73%-18.3pp | 373.66%-356.2pp |
| Employer contribution / active EE | $4,154 | $4,106+1.2% | $3,740+11.1% | $4,754-12.6% |
| Participant deferral / active EE | $4,766 | $5,456-12.6% | $4,880-2.3% | $6,712-29.0% |
| Admin fee / account holder | $39,971 | $7,885+406.9% | $6,735+493.4% | $11,409+250.4% |