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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 | $69,026 | $157,304-56.1% | $141,197-51.1% | $152,909-54.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.49% | 64.34%-48.9pp | 71.41%-55.9pp | 345.46%-330.0pp |
| Employer contribution / active EE | $11,837 | $5,263+124.9% | $4,736+149.9% | $4,764+148.5% |
| Participant deferral / active EE | $6,282 | $7,111-11.7% | $6,710-6.4% | $5,851+7.4% |
| Admin fee / account holder | $3,671 | $12,126-69.7% | $10,265-64.2% | $11,601-68.4% |