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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 | $87,105 | $176,105-50.5% | $159,474-45.4% | $167,536-48.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.62% | 331.91%-313.3pp | 263.68%-245.1pp | 478.82%-460.2pp |
| Employer contribution / active EE | $3,394 | $5,299-35.9% | $4,831-29.7% | $4,839-29.9% |
| Participant deferral / active EE | $17,193 | $7,751+121.8% | $7,353+133.8% | $6,342+171.1% |
| Admin fee / account holder | $755 | $12,559-94.0% | $10,802-93.0% | $12,315-93.9% |