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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 | $89,322 | $176,120-49.3% | $159,487-44.0% | $167,553-46.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.21% | 331.95%-320.7pp | 263.71%-252.5pp | 478.89%-467.7pp |
| Employer contribution / active EE | $2,930 | $5,299-44.7% | $4,831-39.4% | $4,840-39.5% |
| Participant deferral / active EE | $12,590 | $7,752+62.4% | $7,354+71.2% | $6,343+98.5% |
| Admin fee / account holder | $725 | $12,561-94.2% | $10,804-93.3% | $12,316-94.1% |