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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 | $84,658 | $100,073-15.4% | $85,126-0.5% | $145,877-42.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.36% | 84.11%-73.7pp | 66.63%-56.3pp | 551.28%-540.9pp |
| Employer contribution / active EE | $4,315 | $3,236+33.3% | $2,731+58.0% | $4,663-7.5% |
| Participant deferral / active EE | $6,459 | $5,294+22.0% | $4,523+42.8% | $6,691-3.5% |
| Admin fee / account holder | $41,088 | $7,261+465.9% | $6,160+567.0% | $13,402+206.6% |