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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 | $80,694 | $109,372-26.2% | $89,414-9.8% | $158,966-49.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.92% | 345.55%-330.6pp | 245.50%-230.6pp | 302.95%-288.0pp |
| Employer contribution / active EE | $3,614 | $3,171+13.9% | $2,586+39.7% | $4,762-24.1% |
| Participant deferral / active EE | $17,194 | $4,598+273.9% | $3,890+342.0% | $5,983+187.4% |
| Admin fee / account holder | $4,686 | $6,156-23.9% | $4,883-4.0% | $11,250-58.3% |