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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 | $102,267 | $103,038-0.7% | $90,324+13.2% | $152,909-33.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.23% | 95.25%-73.0pp | 78.15%-55.9pp | 345.46%-323.2pp |
| Employer contribution / active EE | $1,123 | $3,141-64.2% | $2,856-60.7% | $4,764-76.4% |
| Participant deferral / active EE | $1,872 | $4,282-56.3% | $3,885-51.8% | $5,851-68.0% |
| Admin fee / account holder | $3,170 | $6,177-48.7% | $5,356-40.8% | $11,601-72.7% |