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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 | $23,678 | $114,119-79.3% | $107,187-77.9% | $138,895-83.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 90.02% | 273.21%-183.2pp | 204.55%-114.5pp | 145.39%-55.4pp |
| Employer contribution / active EE | $1,709 | $4,059-57.9% | $3,782-54.8% | $4,194-59.3% |
| Participant deferral / active EE | $3,734 | $5,538-32.6% | $5,096-26.7% | $6,396-41.6% |
| Admin fee / account holder | $5,377 | $10,024-46.4% | $9,162-41.3% | $12,562-57.2% |