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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 | $71,936 | $169,161-57.5% | $129,295-44.4% | $145,959-50.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.39% | 14348.07%-14334.7pp | 9429.28%-9415.9pp | 561.95%-548.6pp |
| Employer contribution / active EE | $4,174 | $5,543-24.7% | $4,157+0.4% | $4,661-10.4% |
| Participant deferral / active EE | $5,681 | $4,989+13.9% | $4,169+36.3% | $6,689-15.1% |
| Admin fee / account holder | $660 | $9,878-93.3% | $7,665-91.4% | $13,398-95.1% |