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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 | $85,649 | $124,336-31.1% | $111,303-23.0% | $167,518-48.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.75% | 37.45%-27.7pp | 54.66%-44.9pp | 478.71%-469.0pp |
| Employer contribution / active EE | $2,909 | $3,436-15.4% | $2,731+6.5% | $4,838-39.9% |
| Participant deferral / active EE | $17,767 | $5,181+242.9% | $4,487+295.9% | $6,342+180.1% |
| Admin fee / account holder | $2,740 | $10,623-74.2% | $7,966-65.6% | $12,312-77.7% |