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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 | $81,516 | $152,619-46.6% | $125,195-34.9% | $152,909-46.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.27% | 54.85%-30.6pp | 43.79%-19.5pp | 345.46%-321.2pp |
| Employer contribution / active EE | $3,766 | $4,947-23.9% | $3,866-2.6% | $4,764-20.9% |
| Participant deferral / active EE | $7,986 | $5,869+36.1% | $4,937+61.7% | $5,851+36.5% |
| Admin fee / account holder | $1,014 | $13,437-92.5% | $9,704-89.6% | $11,601-91.3% |