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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 | $68,167 | $129,737-47.5% | $119,126-42.8% | $154,746-55.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.48% | 379.08%-364.6pp | 282.11%-267.6pp | 172.34%-157.9pp |
| Employer contribution / active EE | $8,165 | $4,375+86.6% | $4,034+102.4% | $4,379+86.4% |
| Participant deferral / active EE | $5,687 | $5,842-2.7% | $5,318+6.9% | $6,730-15.5% |
| Admin fee / account holder | $7,702 | $11,961-35.6% | $10,693-28.0% | $14,365-46.4% |