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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 | $70,226 | $162,781-56.9% | $133,956-47.6% | $158,931-55.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.67% | 41.94%-23.3pp | 45.09%-26.4pp | 302.86%-284.2pp |
| Employer contribution / active EE | $12,422 | $4,975+149.7% | $3,919+217.0% | $4,761+160.9% |
| Participant deferral / active EE | $9,870 | $5,911+67.0% | $5,048+95.5% | $5,982+65.0% |
| Admin fee / account holder | $551 | $11,736-95.3% | $8,927-93.8% | $11,247-95.1% |