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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 | $74,920 | $157,296-52.4% | $141,191-46.9% | $152,897-51.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.95% | 64.34%-49.4pp | 71.41%-56.5pp | 345.43%-330.5pp |
| Employer contribution / active EE | $7,227 | $5,262+37.3% | $4,736+52.6% | $4,764+51.7% |
| Participant deferral / active EE | $4,437 | $7,111-37.6% | $6,710-33.9% | $5,851-24.2% |
| Admin fee / account holder | $631 | $12,125-94.8% | $10,264-93.9% | $11,599-94.6% |