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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 | $57,041 | $148,629-61.6% | $135,982-58.1% | $139,487-59.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.05% | 79.33%-58.3pp | 68.32%-47.3pp | 373.84%-352.8pp |
| Employer contribution / active EE | $5,425 | $5,247+3.4% | $4,859+11.6% | $4,755+14.1% |
| Participant deferral / active EE | $6,412 | $8,102-20.9% | $7,760-17.4% | $6,713-4.5% |
| Admin fee / account holder | $1,817 | $12,406-85.4% | $10,767-83.1% | $11,407-84.1% |