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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 | $91,346 | $183,539-50.2% | $155,556-41.3% | $145,897-37.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.23% | 61.31%-47.1pp | 64.84%-50.6pp | 552.29%-538.1pp |
| Employer contribution / active EE | $2,553 | $5,315-52.0% | $4,675-45.4% | $4,663-45.2% |
| Participant deferral / active EE | $4,580 | $6,467-29.2% | $5,631-18.7% | $6,689-31.5% |
| Admin fee / account holder | $1,031 | $19,275-94.6% | $15,885-93.5% | $13,390-92.3% |