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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 | $74,238 | $101,063-26.5% | $81,473-8.9% | $147,586-49.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.66% | 32.41%-14.7pp | 38.78%-21.1pp | 578.59%-560.9pp |
| Employer contribution / active EE | $5,228 | $3,206+63.1% | $2,568+103.6% | $4,876+7.2% |
| Participant deferral / active EE | $3,590 | $4,242-15.4% | $3,537+1.5% | $5,439-34.0% |
| Admin fee / account holder | $636 | $5,812-89.1% | $4,561-86.1% | $10,886-94.2% |