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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 | $82,992 | $152,612-45.6% | $125,192-33.7% | $152,897-45.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 28.67% | 54.85%-26.2pp | 43.79%-15.1pp | 345.43%-316.8pp |
| Employer contribution / active EE | $6,159 | $4,947+24.5% | $3,866+59.3% | $4,764+29.3% |
| Participant deferral / active EE | $7,577 | $5,868+29.1% | $4,937+53.5% | $5,851+29.5% |
| Admin fee / account holder | $1,078 | $13,437-92.0% | $9,704-88.9% | $11,599-90.7% |