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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 | $101,474 | $217,432-53.3% | $185,849-45.4% | $167,536-39.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.47% | 148.42%-135.9pp | 122.10%-109.6pp | 478.82%-466.3pp |
| Employer contribution / active EE | $2,565 | $5,875-56.3% | $5,169-50.4% | $4,839-47.0% |
| Participant deferral / active EE | $9,081 | $6,357+42.8% | $5,569+63.1% | $6,342+43.2% |
| Admin fee / account holder | $46,532 | $19,818+134.8% | $16,244+186.5% | $12,315+277.9% |