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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 | $72,024 | $112,112-35.8% | $95,956-24.9% | $158,950-54.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.99% | 171.15%-156.2pp | 91.63%-76.6pp | 302.91%-287.9pp |
| Employer contribution / active EE | $3,578 | $3,199+11.9% | $2,541+40.8% | $4,762-24.9% |
| Participant deferral / active EE | $6,013 | $4,784+25.7% | $4,167+44.3% | $5,983+0.5% |
| Admin fee / account holder | $7,051 | $10,134-30.4% | $6,797+3.7% | $11,248-37.3% |