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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 | $183,592-51.0% | $155,574-42.2% | $145,877-38.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.91% | 61.37%-48.5pp | 64.87%-52.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $4,074 | $5,317-23.4% | $4,676-12.9% | $4,663-12.6% |
| Participant deferral / active EE | $7,133 | $6,466+10.3% | $5,629+26.7% | $6,691+6.6% |
| Admin fee / account holder | $1,721 | $19,316-91.1% | $15,914-89.2% | $13,402-87.2% |