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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 | $84,601 | $124,330-32.0% | $109,173-22.5% | $167,536-49.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.75% | 26.04%-9.3pp | 25.75%-9.0pp | 478.82%-462.1pp |
| Employer contribution / active EE | $3,042 | $4,209-27.7% | $3,723-18.3% | $4,839-37.1% |
| Participant deferral / active EE | $7,940 | $5,256+51.0% | $4,654+70.6% | $6,342+25.2% |
| Admin fee / account holder | $1,121 | $7,974-85.9% | $6,755-83.4% | $12,315-90.9% |