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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 | $84,584 | $102,422-17.4% | $147,117-42.5% | $80,959+4.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.80% | 135.16%-117.4pp | 420.54%-402.7pp | 35.67%-17.9pp |
| Employer contribution / active EE | $3,891 | $3,717+4.7% | $4,932-21.1% | $2,757+41.1% |
| Participant deferral / active EE | $7,837 | $6,652+17.8% | $8,065-2.8% | $4,300+82.2% |
| Admin fee / account holder | $4,596 | $7,953-42.2% | $12,993-64.6% | $6,925-33.6% |