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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 | $76,298 | $162,781-53.1% | $133,956-43.0% | $158,931-52.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.33% | 41.94%-26.6pp | 45.09%-29.8pp | 302.86%-287.5pp |
| Employer contribution / active EE | $10,944 | $4,975+120.0% | $3,919+179.3% | $4,761+129.9% |
| Participant deferral / active EE | $5,825 | $5,911-1.5% | $5,048+15.4% | $5,982-2.6% |
| Admin fee / account holder | $1,399 | $11,736-88.1% | $8,927-84.3% | $11,247-87.6% |