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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 | $96,635 | $132,634-27.1% | $115,768-16.5% | $137,256-29.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.42% | 160.70%-147.3pp | 100.46%-87.0pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,597 | $3,360-52.5% | $2,940-45.7% | $4,156-61.6% |
| Participant deferral / active EE | $6,727 | $5,619+19.7% | $4,917+36.8% | $6,407+5.0% |
| Admin fee / account holder | $4,666 | $15,028-68.9% | $12,439-62.5% | $12,270-62.0% |