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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 | $98,261 | $176,105-44.2% | $159,474-38.4% | $167,536-41.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.00% | 331.91%-317.9pp | 263.68%-249.7pp | 478.82%-464.8pp |
| Employer contribution / active EE | $1,983 | $5,299-62.6% | $4,831-58.9% | $4,839-59.0% |
| Participant deferral / active EE | $7,161 | $7,751-7.6% | $7,353-2.6% | $6,342+12.9% |
| Admin fee / account holder | $1,408 | $12,559-88.8% | $10,802-87.0% | $12,315-88.6% |