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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 | $95,113 | $154,193-38.3% | $130,045-26.9% | $139,466-31.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.51% | 32.51%-20.0pp | -137.30%+149.8pp | 373.66%-361.2pp |
| Employer contribution / active EE | $3,841 | $5,292-27.4% | $4,321-11.1% | $4,754-19.2% |
| Participant deferral / active EE | $5,572 | $6,709-16.9% | $5,820-4.3% | $6,712-17.0% |
| Admin fee / account holder | $13,002 | $13,989-7.1% | $10,600+22.7% | $11,409+14.0% |