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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 | $99,965 | $23,330+328.5% | $64,489+55.0% | $82,448+21.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 67.7%+32.3pp | 68.1%+31.9pp |
| Annual return | 19.37% | 83.66%-64.3pp | 55.03%-35.7pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,997 | $824+142.3% | $1,523+31.1% | $2,551-21.7% |
| Participant deferral / active EE | $3,830 | $1,707+124.4% | $2,778+37.9% | $4,139-7.5% |
| Admin fee / account holder | $2,022 | $2,946-31.3% | $4,260-52.5% | $7,234-72.0% |