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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 | $98,969 | $154,193-35.8% | $130,045-23.9% | $139,466-29.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.64% | 32.51%-22.9pp | -137.30%+146.9pp | 373.66%-364.0pp |
| Employer contribution / active EE | $3,969 | $5,292-25.0% | $4,321-8.2% | $4,754-16.5% |
| Participant deferral / active EE | $16,784 | $6,709+150.2% | $5,820+188.4% | $6,712+150.1% |
| Admin fee / account holder | $6,452 | $13,989-53.9% | $10,600-39.1% | $11,409-43.4% |