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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 | $113,981 | $117,829-3.3% | $102,423+11.3% | $145,877-21.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.53% | 31.83%-19.3pp | 29.42%-16.9pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,054 | $3,615-70.8% | $3,023-65.1% | $4,663-77.4% |
| Participant deferral / active EE | $4,061 | $5,732-29.2% | $5,054-19.7% | $6,691-39.3% |
| Admin fee / account holder | $6,562 | $13,335-50.8% | $9,455-30.6% | $13,402-51.0% |