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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 | $109,843 | $176,105-37.6% | $159,474-31.1% | $167,536-34.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.78% | 331.91%-319.1pp | 263.68%-250.9pp | 478.82%-466.0pp |
| Employer contribution / active EE | $8,013 | $5,299+51.2% | $4,831+65.9% | $4,839+65.6% |
| Participant deferral / active EE | $8,080 | $7,751+4.2% | $7,353+9.9% | $6,342+27.4% |
| Admin fee / account holder | $411 | $12,559-96.7% | $10,802-96.2% | $12,315-96.7% |