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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 | $104,282 | $209,425-50.2% | $178,499-41.6% | $158,966-34.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.96% | 188.80%-176.8pp | 151.10%-139.1pp | 302.95%-291.0pp |
| Employer contribution / active EE | $2,134 | $5,707-62.6% | $5,011-57.4% | $4,762-55.2% |
| Participant deferral / active EE | $8,943 | $5,955+50.2% | $5,202+71.9% | $5,983+49.5% |
| Admin fee / account holder | $1,164 | $17,078-93.2% | $13,986-91.7% | $11,250-89.6% |