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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 | $61,094 | $157,276-61.2% | $141,177-56.7% | $152,885-60.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.43% | 64.33%-43.9pp | 71.40%-51.0pp | 345.39%-325.0pp |
| Employer contribution / active EE | $2,514 | $5,262-52.2% | $4,736-46.9% | $4,763-47.2% |
| Participant deferral / active EE | $12,866 | $7,110+80.9% | $6,710+91.8% | $5,851+119.9% |
| Admin fee / account holder | $3,911 | $12,123-67.7% | $10,263-61.9% | $11,598-66.3% |