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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 | $58,243 | $148,582-60.8% | $135,942-57.2% | $139,456-58.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.03% | 79.26%-62.2pp | 68.28%-51.2pp | 373.45%-356.4pp |
| Employer contribution / active EE | $3,457 | $5,245-34.1% | $4,858-28.8% | $4,753-27.3% |
| Participant deferral / active EE | $7,504 | $8,101-7.4% | $7,759-3.3% | $6,711+11.8% |
| Admin fee / account holder | $12,504 | $12,402+0.8% | $10,764+16.2% | $11,407+9.6% |