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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 | $79,826 | $166,131-51.9% | $164,975-51.6% | $145,877-45.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 25.75% | 100.37%-74.6pp | 70.12%-44.4pp | 551.28%-525.5pp |
| Employer contribution / active EE | $5,120 | $5,276-3.0% | $4,343+17.9% | $4,663+9.8% |
| Participant deferral / active EE | $7,331 | $6,962+5.3% | $6,033+21.5% | $6,691+9.6% |
| Admin fee / account holder | $1,488 | $16,648-91.1% | $12,688-88.3% | $13,402-88.9% |