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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 | $74,626 | $98,760-24.4% | $149,715-50.2% | $79,858-6.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.39% | 27.43%-12.0pp | 276.66%-261.3pp | 31.72%-16.3pp |
| Employer contribution / active EE | $2,994 | $3,217-6.9% | $4,645-35.5% | $2,471+21.2% |
| Participant deferral / active EE | $9,474 | $5,681+66.8% | $6,842+38.5% | $3,740+153.3% |
| Admin fee / account holder | $7,434 | $6,053+22.8% | $9,310-20.2% | $5,306+40.1% |