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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 | $98,949 | $124,330-20.4% | $109,173-9.4% | $167,536-40.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.21% | 26.04%-9.8pp | 25.75%-9.5pp | 478.82%-462.6pp |
| Employer contribution / active EE | $8,631 | $4,209+105.1% | $3,723+131.8% | $4,839+78.4% |
| Participant deferral / active EE | $6,570 | $5,256+25.0% | $4,654+41.2% | $6,342+3.6% |
| Admin fee / account holder | $4,884 | $7,974-38.7% | $6,755-27.7% | $12,315-60.3% |