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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 | $73,767 | $209,422-64.8% | $178,503-58.7% | $158,982-53.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.76% | 188.81%-172.0pp | 151.12%-134.4pp | 302.99%-286.2pp |
| Employer contribution / active EE | $2,715 | $5,707-52.4% | $5,011-45.8% | $4,763-43.0% |
| Participant deferral / active EE | $9,154 | $5,955+53.7% | $5,202+76.0% | $5,983+53.0% |
| Admin fee / account holder | $8,549 | $17,079-49.9% | $13,987-38.9% | $11,252-24.0% |