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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 | $75,100 | $129,737-42.1% | $119,126-37.0% | $154,746-51.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.03% | 379.08%-362.0pp | 282.11%-265.1pp | 172.34%-155.3pp |
| Employer contribution / active EE | $4,537 | $4,375+3.7% | $4,034+12.5% | $4,379+3.6% |
| Participant deferral / active EE | $3,675 | $5,842-37.1% | $5,318-30.9% | $6,730-45.4% |
| Admin fee / account holder | $2,185 | $11,961-81.7% | $10,693-79.6% | $14,365-84.8% |