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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 | $68,121 | $148,629-54.2% | $135,982-49.9% | $139,487-51.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.53% | 79.33%-49.8pp | 68.32%-38.8pp | 373.84%-344.3pp |
| Employer contribution / active EE | $4,508 | $5,247-14.1% | $4,859-7.2% | $4,755-5.2% |
| Participant deferral / active EE | $11,754 | $8,102+45.1% | $7,760+51.5% | $6,713+75.1% |
| Admin fee / account holder | $723 | $12,406-94.2% | $10,767-93.3% | $11,407-93.7% |