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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 | $94,146 | $127,266-26.0% | $109,894-14.3% | $167,497-43.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 10.04% | 22.97%-12.9pp | 29.46%-19.4pp | 478.62%-468.6pp |
| Employer contribution / active EE | $2,999 | $3,323-9.8% | $2,843+5.5% | $4,838-38.0% |
| Participant deferral / active EE | $3,813 | $4,516-15.6% | $4,049-5.8% | $6,341-39.9% |
| Admin fee / account holder | $22,503 | $7,115+216.3% | $6,066+271.0% | $12,310+82.8% |