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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 | $62,051 | $105,145-41.0% | $94,664-34.5% | $139,466-55.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.83% | 38.09%-23.3pp | 156.84%-142.0pp | 373.66%-358.8pp |
| Employer contribution / active EE | $2,385 | $4,107-41.9% | $3,673-35.1% | $4,754-49.8% |
| Participant deferral / active EE | $3,659 | $7,599-51.8% | $7,417-50.7% | $6,712-45.5% |
| Admin fee / account holder | $4,248 | $8,972-52.6% | $7,222-41.2% | $11,409-62.8% |