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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 | $71,196 | $124,351-42.7% | $109,188-34.8% | $167,553-57.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.98% | 26.04%-14.1pp | 25.76%-13.8pp | 478.89%-466.9pp |
| Employer contribution / active EE | $10,565 | $4,210+151.0% | $3,723+183.8% | $4,840+118.3% |
| Participant deferral / active EE | $6,093 | $5,257+15.9% | $4,654+30.9% | $6,343-3.9% |
| Admin fee / account holder | $345 | $7,975-95.7% | $6,755-94.9% | $12,316-97.2% |