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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 | $67,959 | $201,344-66.2% | $184,243-63.1% | $145,877-53.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.16% | 29.01%-6.9pp | 28.82%-6.7pp | 551.28%-529.1pp |
| Employer contribution / active EE | $8,802 | $7,022+25.3% | $6,427+37.0% | $4,663+88.8% |
| Participant deferral / active EE | $8,300 | $9,807-15.4% | $9,132-9.1% | $6,691+24.1% |
| Admin fee / account holder | $66,599 | $16,382+306.5% | $13,914+378.7% | $13,402+396.9% |