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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 | $94,516 | $157,304-39.9% | $141,197-33.1% | $152,909-38.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.19% | 64.34%-46.1pp | 71.41%-53.2pp | 345.46%-327.3pp |
| Employer contribution / active EE | $11,814 | $5,263+124.5% | $4,736+149.4% | $4,764+148.0% |
| Participant deferral / active EE | $5,327 | $7,111-25.1% | $6,710-20.6% | $5,851-9.0% |
| Admin fee / account holder | $745 | $12,126-93.9% | $10,265-92.7% | $11,601-93.6% |