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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 | $103,002 | $176,402-41.6% | $134,162-23.2% | $158,982-35.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.11% | 63.66%-49.5pp | 36.35%-22.2pp | 302.99%-288.9pp |
| Employer contribution / active EE | $6,464 | $5,042+28.2% | $3,705+74.5% | $4,763+35.7% |
| Participant deferral / active EE | $2,989 | $4,093-27.0% | $3,500-14.6% | $5,983-50.0% |
| Admin fee / account holder | $3,561 | $8,719-59.2% | $6,685-46.7% | $11,252-68.4% |