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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 | $75,606 | $129,737-41.7% | $119,126-36.5% | $154,746-51.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.00% | 379.08%-362.1pp | 282.11%-265.1pp | 172.34%-155.3pp |
| Employer contribution / active EE | $2,096 | $4,375-52.1% | $4,034-48.0% | $4,379-52.1% |
| Participant deferral / active EE | $6,150 | $5,842+5.3% | $5,318+15.7% | $6,730-8.6% |
| Admin fee / account holder | $7,187 | $11,961-39.9% | $10,693-32.8% | $14,365-50.0% |