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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 | $71,304 | $108,912-34.5% | $100,383-29.0% | $145,959-51.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.43% | 57.96%-40.5pp | 49.26%-31.8pp | 561.95%-544.5pp |
| Employer contribution / active EE | $2,813 | $4,423-36.4% | $3,944-28.7% | $4,661-39.6% |
| Participant deferral / active EE | $7,205 | $8,451-14.7% | $8,086-10.9% | $6,689+7.7% |
| Admin fee / account holder | $1,040 | $9,690-89.3% | $7,900-86.8% | $13,398-92.2% |