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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 | $94,584 | $117,829-19.7% | $102,423-7.7% | $145,877-35.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.01% | 31.83%-17.8pp | 29.42%-15.4pp | 551.28%-537.3pp |
| Employer contribution / active EE | $4,531 | $3,615+25.4% | $3,023+49.9% | $4,663-2.8% |
| Participant deferral / active EE | $9,253 | $5,732+61.4% | $5,054+83.1% | $6,691+38.3% |
| Admin fee / account holder | $59,611 | $13,335+347.0% | $9,455+530.5% | $13,402+344.8% |