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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 | $59,069 | $152,592-61.3% | $125,180-52.8% | $152,885-61.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 17.87% | 54.84%-37.0pp | 43.79%-25.9pp | 345.39%-327.5pp |
| Employer contribution / active EE | $2,446 | $4,947-50.5% | $3,866-36.7% | $4,763-48.6% |
| Participant deferral / active EE | $4,173 | $5,868-28.9% | $4,937-15.5% | $5,851-28.7% |
| Admin fee / account holder | $7,450 | $13,435-44.6% | $9,703-23.2% | $11,598-35.8% |