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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 | $59,793 | $166,020-64.0% | $164,866-63.7% | $145,959-59.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.67% | 100.08%-87.4pp | 69.97%-57.3pp | 561.95%-549.3pp |
| Employer contribution / active EE | $2,364 | $5,275-55.2% | $4,343-45.6% | $4,661-49.3% |
| Participant deferral / active EE | $7,504 | $6,961+7.8% | $6,033+24.4% | $6,689+12.2% |
| Admin fee / account holder | $844 | $16,644-94.9% | $12,689-93.3% | $13,398-93.7% |