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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 | $70,212 | $132,634-47.1% | $115,768-39.4% | $137,256-48.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.84% | 160.70%-146.9pp | 100.46%-86.6pp | 220.34%-206.5pp |
| Employer contribution / active EE | $7,149 | $3,360+112.8% | $2,940+143.2% | $4,156+72.0% |
| Participant deferral / active EE | $3,540 | $5,619-37.0% | $4,917-28.0% | $6,407-44.7% |
| Admin fee / account holder | $46,488 | $15,028+209.3% | $12,439+273.7% | $12,270+278.9% |