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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 | $61,764 | $148,623-58.4% | $135,974-54.6% | $139,466-55.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.37% | 79.30%-56.9pp | 68.30%-45.9pp | 373.66%-351.3pp |
| Employer contribution / active EE | $5,949 | $5,246+13.4% | $4,859+22.4% | $4,754+25.1% |
| Participant deferral / active EE | $6,236 | $8,103-23.0% | $7,760-19.6% | $6,712-7.1% |
| Admin fee / account holder | $1,931 | $12,406-84.4% | $10,767-82.1% | $11,409-83.1% |