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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 | $64,281 | $152,619-57.9% | $125,195-48.7% | $152,909-58.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 17.78% | 54.85%-37.1pp | 43.79%-26.0pp | 345.46%-327.7pp |
| Employer contribution / active EE | $6,588 | $4,947+33.2% | $3,866+70.4% | $4,764+38.3% |
| Participant deferral / active EE | $6,916 | $5,869+17.9% | $4,937+40.1% | $5,851+18.2% |
| Admin fee / account holder | $2,257 | $13,437-83.2% | $9,704-76.7% | $11,601-80.5% |