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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 | $61,528 | $166,089-63.0% | $164,928-62.7% | $145,978-57.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 25.39% | 100.26%-74.9pp | 70.08%-44.7pp | 550.52%-525.1pp |
| Employer contribution / active EE | $5,190 | $5,276-1.6% | $4,343+19.5% | $4,662+11.3% |
| Participant deferral / active EE | $8,463 | $6,961+21.6% | $6,034+40.3% | $6,690+26.5% |
| Admin fee / account holder | $6,400 | $16,641-61.5% | $12,684-49.5% | $13,400-52.2% |