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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 | $35,705 | $150,346-76.3% | $120,524-70.4% | $145,877-75.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.34% | 154.40%-137.1pp | 107.36%-90.0pp | 551.28%-533.9pp |
| Employer contribution / active EE | $2,598 | $4,353-40.3% | $3,469-25.1% | $4,663-44.3% |
| Participant deferral / active EE | $7,439 | $6,172+20.5% | $4,994+49.0% | $6,691+11.2% |
| Admin fee / account holder | $4,130 | $12,215-66.2% | $9,440-56.2% | $13,402-69.2% |