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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 | $93,865 | $175,259-46.4% | $149,723-37.3% | $139,487-32.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.00% | 166.82%-151.8pp | 134.50%-119.5pp | 373.84%-358.8pp |
| Employer contribution / active EE | $2,658 | $5,478-51.5% | $4,821-44.9% | $4,755-44.1% |
| Participant deferral / active EE | $7,993 | $6,522+22.6% | $5,682+40.7% | $6,713+19.1% |
| Admin fee / account holder | $311 | $16,158-98.1% | $13,215-97.6% | $11,407-97.3% |