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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 | $97,190 | $227,399-57.3% | $189,758-48.8% | $198,609-51.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.99% | 61.03%-51.0pp | 52.62%-42.6pp | 202.70%-192.7pp |
| Employer contribution / active EE | $3,806 | $5,526-31.1% | $4,767-20.1% | $5,055-24.7% |
| Participant deferral / active EE | $5,423 | $6,837-20.7% | $5,856-7.4% | $6,977-22.3% |
| Admin fee / account holder | $7,930 | $25,162-68.5% | $20,388-61.1% | $19,030-58.3% |