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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 | $65,103 | $83,337-21.9% | $67,834-4.0% | $273,972-76.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.44% | 259.45%-251.0pp | 138.47%-130.0pp | 41.46%-33.0pp |
| Employer contribution / active EE | $3,886 | $3,287+18.2% | $2,403+61.7% | $4,869-20.2% |
| Participant deferral / active EE | $8,382 | $4,088+105.0% | $3,160+165.3% | $5,287+58.5% |
| Admin fee / account holder | $1,786 | $6,752-73.6% | $4,622-61.4% | $10,133-82.4% |