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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 | $76,341 | $183,516-58.4% | $155,534-50.9% | $145,884-47.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.40% | 61.43%-41.0pp | 64.92%-44.5pp | 551.85%-531.4pp |
| Employer contribution / active EE | $7,414 | $5,315+39.5% | $4,675+58.6% | $4,662+59.0% |
| Participant deferral / active EE | $3,224 | $6,467-50.1% | $5,630-42.7% | $6,690-51.8% |
| Admin fee / account holder | $3,799 | $19,293-80.3% | $15,900-76.1% | $13,392-71.6% |