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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 | $135,561 | $176,794-23.3% | $146,647-7.6% | $167,553-19.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.50% | 24.04%-8.5pp | 22.75%-7.2pp | 478.89%-463.4pp |
| Employer contribution / active EE | $3,734 | $5,161-27.7% | $4,137-9.7% | $4,840-22.8% |
| Participant deferral / active EE | $8,325 | $6,440+29.3% | $5,506+51.2% | $6,343+31.3% |
| Admin fee / account holder | $1,009 | $13,262-92.4% | $10,281-90.2% | $12,316-91.8% |