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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 | $64,022 | $183,592-65.1% | $155,567-58.8% | $145,959-56.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.17% | 61.24%-50.1pp | 64.74%-53.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $3,340 | $5,315-37.2% | $4,674-28.5% | $4,661-28.3% |
| Participant deferral / active EE | $4,024 | $6,464-37.7% | $5,628-28.5% | $6,689-39.8% |
| Admin fee / account holder | $988 | $19,318-94.9% | $15,916-93.8% | $13,398-92.6% |