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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 | $76,253 | $102,938-25.9% | $94,105-19.0% | $138,895-45.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 13.36% | 250.28%-236.9pp | 204.55%-191.2pp | 145.39%-132.0pp |
| Employer contribution / active EE | $2,604 | $2,732-4.7% | $2,504+4.0% | $4,194-37.9% |
| Participant deferral / active EE | $9,186 | $4,196+118.9% | $3,881+136.7% | $6,396+43.6% |
| Admin fee / account holder | $60,805 | $6,600+821.3% | $6,199+880.8% | $12,562+384.0% |