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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 | $85,657 | $152,619-43.9% | $125,195-31.6% | $152,909-44.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.84% | 54.85%-32.0pp | 43.79%-21.0pp | 345.46%-322.6pp |
| Employer contribution / active EE | $2,624 | $4,947-47.0% | $3,866-32.1% | $4,764-44.9% |
| Participant deferral / active EE | $6,407 | $5,869+9.2% | $4,937+29.8% | $5,851+9.5% |
| Admin fee / account holder | $2,272 | $13,437-83.1% | $9,704-76.6% | $11,601-80.4% |