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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 | $28,890 | $99,053-70.8% | $88,179-67.2% | $138,895-79.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 12.36% | 78.17%-65.8pp | 64.97%-52.6pp | 145.39%-133.0pp |
| Employer contribution / active EE | $6,387 | $2,882+121.6% | $2,549+150.5% | $4,194+52.3% |
| Participant deferral / active EE | $3,970 | $5,225-24.0% | $4,614-14.0% | $6,396-37.9% |
| Admin fee / account holder | $1,548 | $8,748-82.3% | $7,673-79.8% | $12,562-87.7% |