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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 | $99,226 | $157,304-36.9% | $141,197-29.7% | $152,909-35.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.17% | 64.34%-43.2pp | 71.41%-50.2pp | 345.46%-324.3pp |
| Employer contribution / active EE | $1,196 | $5,263-77.3% | $4,736-74.8% | $4,764-74.9% |
| Participant deferral / active EE | $2,972 | $7,111-58.2% | $6,710-55.7% | $5,851-49.2% |
| Admin fee / account holder | $6,384 | $12,126-47.4% | $10,265-37.8% | $11,601-45.0% |