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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 | $70,491 | $228,317-69.1% | $185,808-62.1% | $158,931-55.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.76% | 40.81%-19.0pp | 35.95%-14.2pp | 302.86%-281.1pp |
| Employer contribution / active EE | $0 | $4,964-100.0% | $4,086-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $10,105 | $6,415+57.5% | $5,632+79.4% | $5,982+68.9% |
| Admin fee / account holder | $954 | $11,865-92.0% | $9,501-90.0% | $11,247-91.5% |