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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 | $96,212 | $112,121-14.2% | $95,960+0.3% | $158,966-39.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.33% | 171.16%-158.8pp | 91.63%-79.3pp | 302.95%-290.6pp |
| Employer contribution / active EE | $1,006 | $3,199-68.6% | $2,541-60.4% | $4,762-78.9% |
| Participant deferral / active EE | $1,894 | $4,784-60.4% | $4,167-54.5% | $5,983-68.3% |
| Admin fee / account holder | $7,401 | $10,135-27.0% | $6,797+8.9% | $11,250-34.2% |