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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 | $90,693 | $49,976+81.5% | $66,674+36.0% | $82,637+9.7% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 14.94% | 39.09%-24.2pp | 321.24%-306.3pp | 53.51%-38.6pp |
| Employer contribution / active EE | $3,705 | $1,988+86.4% | $2,620+41.4% | $2,552+45.2% |
| Participant deferral / active EE | $4,200 | $2,847+47.6% | $4,084+2.8% | $4,126+1.8% |
| Admin fee / account holder | $2,040 | $4,594-55.6% | $5,098-60.0% | $7,339-72.2% |