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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 | $87,849 | $148,629-40.9% | $135,982-35.4% | $139,487-37.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 37.80% | 79.33%-41.5pp | 68.32%-30.5pp | 373.84%-336.0pp |
| Employer contribution / active EE | $3,470 | $5,247-33.9% | $4,859-28.6% | $4,755-27.0% |
| Participant deferral / active EE | $11,303 | $8,102+39.5% | $7,760+45.7% | $6,713+68.4% |
| Admin fee / account holder | $604 | $12,406-95.1% | $10,767-94.4% | $11,407-94.7% |