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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 | $90,987 | $176,105-48.3% | $159,474-42.9% | $167,536-45.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.87% | 331.91%-311.0pp | 263.68%-242.8pp | 478.82%-458.0pp |
| Employer contribution / active EE | $5,872 | $5,299+10.8% | $4,831+21.6% | $4,839+21.3% |
| Participant deferral / active EE | $8,688 | $7,751+12.1% | $7,353+18.2% | $6,342+37.0% |
| Admin fee / account holder | $1,578 | $12,559-87.4% | $10,802-85.4% | $12,315-87.2% |