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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 | $69,206 | $88,672-22.0% | $105,223-34.2% | $82,448-16.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.34% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $7,858 | $3,048+157.8% | $3,689+113.0% | $2,551+208.0% |
| Participant deferral / active EE | $8,243 | $4,036+104.2% | $5,072+62.5% | $4,139+99.1% |
| Admin fee / account holder | $383 | $7,146-94.6% | $8,859-95.7% | $7,234-94.7% |