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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 | $104,711 | $165,399-36.7% | $149,745-30.1% | $158,982-34.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.66% | 348.34%-330.7pp | 276.72%-259.1pp | 302.99%-285.3pp |
| Employer contribution / active EE | $2,395 | $5,105-53.1% | $4,646-48.5% | $4,763-49.7% |
| Participant deferral / active EE | $9,718 | $7,183+35.3% | $6,843+42.0% | $5,983+62.4% |
| Admin fee / account holder | $1,200 | $10,811-88.9% | $9,312-87.1% | $11,252-89.3% |