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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 | $142,567 | $176,838-19.4% | $146,685-2.8% | $167,518-14.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.96% | 24.04%-9.1pp | 22.75%-7.8pp | 478.71%-463.8pp |
| Employer contribution / active EE | $2,323 | $5,161-55.0% | $4,137-43.9% | $4,838-52.0% |
| Participant deferral / active EE | $3,730 | $6,441-42.1% | $5,507-32.3% | $6,342-41.2% |
| Admin fee / account holder | $71,366 | $13,262+438.1% | $10,281+594.1% | $12,312+479.6% |