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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 | $89,901 | $183,539-51.0% | $155,556-42.2% | $145,897-38.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.91% | 61.31%-48.4pp | 64.84%-51.9pp | 552.29%-539.4pp |
| Employer contribution / active EE | $4,074 | $5,315-23.4% | $4,675-12.9% | $4,663-12.6% |
| Participant deferral / active EE | $7,133 | $6,467+10.3% | $5,631+26.7% | $6,689+6.6% |
| Admin fee / account holder | $1,721 | $19,275-91.1% | $15,885-89.2% | $13,390-87.1% |