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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 | $87,858 | $97,078-9.5% | $103,065-14.8% | $145,897-39.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 9.90% | 25.49%-15.6pp | 23.95%-14.1pp | 552.29%-542.4pp |
| Employer contribution / active EE | $8,801 | $4,680+88.1% | $4,675+88.2% | $4,663+88.8% |
| Participant deferral / active EE | $6,592 | $6,601-0.1% | $6,625-0.5% | $6,689-1.5% |
| Admin fee / account holder | $7,678 | $12,505-38.6% | $9,349-17.9% | $13,390-42.7% |