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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 | $68,363 | $115,814-41.0% | $101,275-32.5% | $158,982-57.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.28% | 56.16%-43.9pp | 46.48%-34.2pp | 302.99%-290.7pp |
| Employer contribution / active EE | $6,065 | $4,176+45.2% | $3,660+65.7% | $4,763+27.3% |
| Participant deferral / active EE | $4,074 | $4,958-17.8% | $4,371-6.8% | $5,983-31.9% |
| Admin fee / account holder | $5,411 | $7,249-25.4% | $5,948-9.0% | $11,252-51.9% |