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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 | $76,690 | $152,592-49.7% | $125,180-38.7% | $152,885-49.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.42% | 54.84%-34.4pp | 43.79%-23.4pp | 345.39%-325.0pp |
| Employer contribution / active EE | $2,060 | $4,947-58.4% | $3,866-46.7% | $4,763-56.7% |
| Participant deferral / active EE | $8,383 | $5,868+42.9% | $4,937+69.8% | $5,851+43.3% |
| Admin fee / account holder | $2,357 | $13,435-82.5% | $9,703-75.7% | $11,598-79.7% |