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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 | $69,500 | $165,399-58.0% | $149,745-53.6% | $158,982-56.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.79% | 348.34%-333.5pp | 276.72%-261.9pp | 302.99%-288.2pp |
| Employer contribution / active EE | $4,994 | $5,105-2.2% | $4,646+7.5% | $4,763+4.8% |
| Participant deferral / active EE | $5,117 | $7,183-28.8% | $6,843-25.2% | $5,983-14.5% |
| Admin fee / account holder | $1,031 | $10,811-90.5% | $9,312-88.9% | $11,252-90.8% |