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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 | $78,507 | $183,592-57.2% | $155,574-49.5% | $145,877-46.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.10% | 61.37%-52.3pp | 64.87%-55.8pp | 551.28%-542.2pp |
| Employer contribution / active EE | $3,247 | $5,317-38.9% | $4,676-30.6% | $4,663-30.4% |
| Participant deferral / active EE | $6,167 | $6,466-4.6% | $5,629+9.5% | $6,691-7.8% |
| Admin fee / account holder | $10,409 | $19,316-46.1% | $15,914-34.6% | $13,402-22.3% |