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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 | $62,876 | $183,592-65.8% | $155,574-59.6% | $145,877-56.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.10% | 61.37%-51.3pp | 64.87%-54.8pp | 551.28%-541.2pp |
| Employer contribution / active EE | $13,130 | $5,317+147.0% | $4,676+180.8% | $4,663+181.6% |
| Participant deferral / active EE | $7,612 | $6,466+17.7% | $5,629+35.2% | $6,691+13.8% |
| Admin fee / account holder | $4,895 | $19,316-74.7% | $15,914-69.2% | $13,402-63.5% |