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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 | $90,908 | $227,633-60.1% | $189,597-52.1% | $167,553-45.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.12% | 78.45%-68.3pp | 64.20%-54.1pp | 478.89%-468.8pp |
| Employer contribution / active EE | $2,342 | $5,317-56.0% | $4,412-46.9% | $4,840-51.6% |
| Participant deferral / active EE | $14,968 | $7,003+113.7% | $6,174+142.4% | $6,343+136.0% |
| Admin fee / account holder | $555 | $11,879-95.3% | $9,807-94.3% | $12,316-95.5% |