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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 | $79,207 | $110,337-28.2% | $102,383-22.6% | $145,877-45.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.06% | 24.83%-4.8pp | 24.94%-4.9pp | 551.28%-531.2pp |
| Employer contribution / active EE | $4,140 | $4,216-1.8% | $3,870+7.0% | $4,663-11.2% |
| Participant deferral / active EE | $11,373 | $5,621+102.3% | $5,060+124.8% | $6,691+70.0% |
| Admin fee / account holder | $2,356 | $9,750-75.8% | $8,391-71.9% | $13,402-82.4% |