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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 | $71,745 | $124,314-42.3% | $109,163-34.3% | $167,518-57.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.57% | 26.04%-10.5pp | 25.75%-10.2pp | 478.71%-463.1pp |
| Employer contribution / active EE | $8,303 | $4,209+97.3% | $3,723+123.1% | $4,838+71.6% |
| Participant deferral / active EE | $6,279 | $5,256+19.5% | $4,654+34.9% | $6,342-1.0% |
| Admin fee / account holder | $648 | $7,973-91.9% | $6,754-90.4% | $12,312-94.7% |