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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 | $100,166 | $183,516-45.4% | $155,534-35.6% | $145,884-31.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.45% | 61.43%-49.0pp | 64.92%-52.5pp | 551.85%-539.4pp |
| Employer contribution / active EE | $2,334 | $5,315-56.1% | $4,675-50.1% | $4,662-49.9% |
| Participant deferral / active EE | $10,803 | $6,467+67.1% | $5,630+91.9% | $6,690+61.5% |
| Admin fee / account holder | $335 | $19,293-98.3% | $15,900-97.9% | $13,392-97.5% |