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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 | $77,192 | $101,618-24.0% | $93,063-17.1% | $137,256-43.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 13.83% | 223.95%-210.1pp | 34.15%-20.3pp | 220.34%-206.5pp |
| Employer contribution / active EE | $4,239 | $2,707+56.6% | $2,476+71.2% | $4,156+2.0% |
| Participant deferral / active EE | $6,363 | $4,279+48.7% | $3,958+60.7% | $6,407-0.7% |
| Admin fee / account holder | $13,317 | $6,198+114.8% | $6,033+120.7% | $12,270+8.5% |