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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 | $66,327 | $124,314-46.6% | $109,163-39.2% | $167,518-60.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.49% | 26.04%-13.5pp | 25.75%-13.3pp | 478.71%-466.2pp |
| Employer contribution / active EE | $3,966 | $4,209-5.8% | $3,723+6.5% | $4,838-18.0% |
| Participant deferral / active EE | $7,838 | $5,256+49.1% | $4,654+68.4% | $6,342+23.6% |
| Admin fee / account holder | $14,052 | $7,973+76.3% | $6,754+108.1% | $12,312+14.1% |