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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 | $59,412 | $108,882-45.4% | $96,754-38.6% | $154,746-61.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 15.87% | 98.39%-82.5pp | 82.04%-66.2pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,819 | $3,018-39.7% | $2,679-32.1% | $4,379-58.5% |
| Participant deferral / active EE | $4,507 | $5,323-15.3% | $4,758-5.3% | $6,730-33.0% |
| Admin fee / account holder | $2,085 | $10,200-79.6% | $8,905-76.6% | $14,365-85.5% |