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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 | $70,004 | $102,385-31.6% | $147,080-52.4% | $80,935-13.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.33% | 135.09%-122.8pp | 420.17%-407.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $6,729 | $3,717+81.1% | $4,933+36.4% | $2,757+144.1% |
| Participant deferral / active EE | $8,561 | $6,651+28.7% | $8,066+6.1% | $4,299+99.1% |
| Admin fee / account holder | $1,944 | $7,951-75.5% | $12,989-85.0% | $6,924-71.9% |