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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 | $97,258 | $227,633-57.3% | $189,597-48.7% | $167,553-42.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 20.73% | 78.45%-57.7pp | 64.20%-43.5pp | 478.89%-458.2pp |
| Employer contribution / active EE | $3,470 | $5,317-34.7% | $4,412-21.4% | $4,840-28.3% |
| Participant deferral / active EE | $13,715 | $7,003+95.8% | $6,174+122.1% | $6,343+116.2% |
| Admin fee / account holder | $2,503 | $11,879-78.9% | $9,807-74.5% | $12,316-79.7% |