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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 | $71,821 | $112,933-36.4% | $90,970-21.0% | $158,982-54.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 11.75% | 215.82%-204.1pp | 134.60%-122.8pp | 302.99%-291.2pp |
| Employer contribution / active EE | $3,549 | $2,893+22.7% | $2,122+67.3% | $4,763-25.5% |
| Participant deferral / active EE | $7,774 | $4,128+88.3% | $3,373+130.5% | $5,983+29.9% |
| Admin fee / account holder | $5,314 | $8,047-34.0% | $5,961-10.9% | $11,252-52.8% |