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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 | $72,410 | $152,619-52.6% | $125,195-42.2% | $152,909-52.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 23.47% | 54.85%-31.4pp | 43.79%-20.3pp | 345.46%-322.0pp |
| Employer contribution / active EE | $3,165 | $4,947-36.0% | $3,866-18.1% | $4,764-33.6% |
| Participant deferral / active EE | $8,455 | $5,869+44.1% | $4,937+71.2% | $5,851+44.5% |
| Admin fee / account holder | $8,778 | $13,437-34.7% | $9,704-9.5% | $11,601-24.3% |