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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 | $56,715 | $201,259-71.8% | $184,200-69.2% | $145,959-61.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.56% | 28.98%-11.4pp | 28.80%-11.2pp | 561.95%-544.4pp |
| Employer contribution / active EE | $3,363 | $7,018-52.1% | $6,424-47.6% | $4,661-27.8% |
| Participant deferral / active EE | $7,463 | $9,806-23.9% | $9,132-18.3% | $6,689+11.6% |
| Admin fee / account holder | $672 | $16,372-95.9% | $13,907-95.2% | $13,398-95.0% |