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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 | $63,503 | $97,125-34.6% | $86,233-26.4% | $137,256-53.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 13.81% | 74.19%-60.4pp | 61.39%-47.6pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,075 | $2,841-62.2% | $2,504-57.1% | $4,156-74.1% |
| Participant deferral / active EE | $6,912 | $5,180+33.4% | $4,559+51.6% | $6,407+7.9% |
| Admin fee / account holder | $1,641 | $9,725-83.1% | $8,342-80.3% | $12,270-86.6% |