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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 | $79,734 | $217,427-63.3% | $185,837-57.1% | $167,518-52.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.37% | 148.39%-134.0pp | 122.08%-107.7pp | 478.71%-464.3pp |
| Employer contribution / active EE | $6,868 | $5,874+16.9% | $5,168+32.9% | $4,838+41.9% |
| Participant deferral / active EE | $3,720 | $6,357-41.5% | $5,568-33.2% | $6,342-41.3% |
| Admin fee / account holder | $7,113 | $19,816-64.1% | $16,241-56.2% | $12,312-42.2% |