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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 | $87,327 | $165,351-47.2% | $149,710-41.7% | $158,931-45.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.22% | 348.19%-329.0pp | 276.63%-257.4pp | 302.86%-283.6pp |
| Employer contribution / active EE | $2,982 | $5,103-41.6% | $4,645-35.8% | $4,761-37.4% |
| Participant deferral / active EE | $14,059 | $7,181+95.8% | $6,842+105.5% | $5,982+135.0% |
| Admin fee / account holder | $5,827 | $10,807-46.1% | $9,309-37.4% | $11,247-48.2% |