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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 | $108,574 | $211,224-48.6% | $178,505-39.2% | $145,897-25.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.41% | 30.28%-8.9pp | 27.16%-5.8pp | 552.29%-530.9pp |
| Employer contribution / active EE | $2,537 | $4,577-44.6% | $3,955-35.9% | $4,663-45.6% |
| Participant deferral / active EE | $10,168 | $6,966+46.0% | $6,280+61.9% | $6,689+52.0% |
| Admin fee / account holder | $654 | $12,109-94.6% | $10,428-93.7% | $13,390-95.1% |