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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 | $104,276 | $166,268-37.3% | $165,100-36.8% | $145,897-28.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.81% | 100.52%-88.7pp | 70.21%-58.4pp | 552.29%-540.5pp |
| Employer contribution / active EE | $9,571 | $5,284+81.1% | $4,348+120.1% | $4,663+105.3% |
| Participant deferral / active EE | $4,610 | $6,964-33.8% | $6,035-23.6% | $6,689-31.1% |
| Admin fee / account holder | $4,083 | $16,659-75.5% | $12,696-67.8% | $13,390-69.5% |