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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 | $102,340 | $154,209-33.6% | $130,062-21.3% | $139,487-26.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.29% | 32.52%-13.2pp | -137.37%+156.7pp | 373.84%-354.5pp |
| Employer contribution / active EE | $3,035 | $5,292-42.7% | $4,322-29.8% | $4,755-36.2% |
| Participant deferral / active EE | $8,303 | $6,709+23.8% | $5,821+42.6% | $6,713+23.7% |
| Admin fee / account holder | $849 | $13,988-93.9% | $10,601-92.0% | $11,407-92.6% |