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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 | $69,584 | $157,304-55.8% | $141,197-50.7% | $152,909-54.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.26% | 64.34%-40.1pp | 71.41%-47.1pp | 345.46%-321.2pp |
| Employer contribution / active EE | $4,269 | $5,263-18.9% | $4,736-9.9% | $4,764-10.4% |
| Participant deferral / active EE | $11,469 | $7,111+61.3% | $6,710+70.9% | $5,851+96.0% |
| Admin fee / account holder | $10,093 | $12,126-16.8% | $10,265-1.7% | $11,601-13.0% |