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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 | $66,474 | $108,911-39.0% | $100,392-33.8% | $145,884-54.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.98% | 58.23%-40.2pp | 49.45%-31.5pp | 551.85%-533.9pp |
| Employer contribution / active EE | $3,336 | $4,420-24.5% | $3,941-15.4% | $4,662-28.4% |
| Participant deferral / active EE | $8,170 | $8,459-3.4% | $8,090+1.0% | $6,690+22.1% |
| Admin fee / account holder | $6,704 | $9,698-30.9% | $7,904-15.2% | $13,392-49.9% |