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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 | $79,374 | $124,336-36.2% | $111,303-28.7% | $167,518-52.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.46% | 37.45%-27.0pp | 54.66%-44.2pp | 478.71%-468.3pp |
| Employer contribution / active EE | $2,711 | $3,436-21.1% | $2,731-0.7% | $4,838-44.0% |
| Participant deferral / active EE | $5,746 | $5,181+10.9% | $4,487+28.0% | $6,342-9.4% |
| Admin fee / account holder | $718 | $10,623-93.2% | $7,966-91.0% | $12,312-94.2% |