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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 | $65,688 | $106,280-38.2% | $96,538-32.0% | $139,487-52.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.29% | 38.48%-22.2pp | 35.74%-19.5pp | 373.84%-357.6pp |
| Employer contribution / active EE | $3,788 | $4,107-7.8% | $3,740+1.3% | $4,755-20.3% |
| Participant deferral / active EE | $3,094 | $5,457-43.3% | $4,880-36.6% | $6,713-53.9% |
| Admin fee / account holder | $741 | $7,888-90.6% | $6,737-89.0% | $11,407-93.5% |