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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 | $80,475 | $217,432-63.0% | $185,849-56.7% | $167,536-52.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.39% | 148.42%-136.0pp | 122.10%-109.7pp | 478.82%-466.4pp |
| Employer contribution / active EE | $4,274 | $5,875-27.2% | $5,169-17.3% | $4,839-11.7% |
| Participant deferral / active EE | $13,762 | $6,357+116.5% | $5,569+147.1% | $6,342+117.0% |
| Admin fee / account holder | $7,964 | $19,818-59.8% | $16,244-51.0% | $12,315-35.3% |