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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 | $94,079 | $124,346-24.3% | $111,308-15.5% | $167,536-43.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.52% | 37.45%-20.9pp | 54.67%-38.1pp | 478.82%-462.3pp |
| Employer contribution / active EE | $4,938 | $3,437+43.7% | $2,732+80.8% | $4,839+2.0% |
| Participant deferral / active EE | $2,602 | $5,182-49.8% | $4,487-42.0% | $6,342-59.0% |
| Admin fee / account holder | $6,018 | $10,621-43.3% | $7,965-24.4% | $12,315-51.1% |