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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 | $67,510 | $148,623-54.6% | $135,974-50.4% | $139,466-51.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.25% | 79.30%-64.0pp | 68.30%-53.1pp | 373.66%-358.4pp |
| Employer contribution / active EE | $1,991 | $5,246-62.1% | $4,859-59.0% | $4,754-58.1% |
| Participant deferral / active EE | $3,372 | $8,103-58.4% | $7,760-56.5% | $6,712-49.8% |
| Admin fee / account holder | $7,252 | $12,406-41.5% | $10,767-32.6% | $11,409-36.4% |