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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 | $71,774 | $198,462-63.8% | $170,439-57.9% | $147,585-51.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.13% | 257.30%-241.2pp | 205.94%-189.8pp | 578.58%-562.5pp |
| Employer contribution / active EE | $3,266 | $6,184-47.2% | $5,433-39.9% | $4,876-33.0% |
| Participant deferral / active EE | $8,116 | $5,629+44.2% | $4,939+64.3% | $5,439+49.2% |
| Admin fee / account holder | $13,526 | $16,852-19.7% | $13,881-2.6% | $10,886+24.3% |