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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 | $59,904 | $162,136-63.1% | $152,301-60.7% | $154,746-61.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.86% | 91.02%-74.2pp | 80.50%-63.6pp | 172.34%-155.5pp |
| Employer contribution / active EE | $5,979 | $4,890+22.3% | $4,624+29.3% | $4,379+36.5% |
| Participant deferral / active EE | $10,316 | $8,341+23.7% | $8,004+28.9% | $6,730+53.3% |
| Admin fee / account holder | $8,011 | $15,759-49.2% | $14,398-44.4% | $14,365-44.2% |