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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 | $106,471 | $157,276-32.3% | $141,177-24.6% | $152,885-30.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.31% | 64.33%-47.0pp | 71.40%-54.1pp | 345.39%-328.1pp |
| Employer contribution / active EE | $1,878 | $5,262-64.3% | $4,736-60.3% | $4,763-60.6% |
| Participant deferral / active EE | $2,796 | $7,110-60.7% | $6,710-58.3% | $5,851-52.2% |
| Admin fee / account holder | $2,266 | $12,123-81.3% | $10,263-77.9% | $11,598-80.5% |