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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 | $80,535 | $108,882-26.0% | $96,754-16.8% | $154,746-48.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 13.37% | 98.39%-85.0pp | 82.04%-68.7pp | 172.34%-159.0pp |
| Employer contribution / active EE | $3,210 | $3,018+6.4% | $2,679+19.8% | $4,379-26.7% |
| Participant deferral / active EE | $8,973 | $5,323+68.6% | $4,758+88.6% | $6,730+33.3% |
| Admin fee / account holder | $23,577 | $10,200+131.1% | $8,905+164.8% | $14,365+64.1% |