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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 | $90,825 | $157,304-42.3% | $141,197-35.7% | $152,909-40.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.80% | 64.34%-41.5pp | 71.41%-48.6pp | 345.46%-322.7pp |
| Employer contribution / active EE | $2,693 | $5,263-48.8% | $4,736-43.1% | $4,764-43.5% |
| Participant deferral / active EE | $6,827 | $7,111-4.0% | $6,710+1.7% | $5,851+16.7% |
| Admin fee / account holder | $858 | $12,126-92.9% | $10,265-91.6% | $11,601-92.6% |