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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 | $108,236 | $157,296-31.2% | $141,191-23.3% | $152,897-29.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.25% | 64.34%-37.1pp | 71.41%-44.2pp | 345.43%-318.2pp |
| Employer contribution / active EE | $5,046 | $5,262-4.1% | $4,736+6.5% | $4,764+5.9% |
| Participant deferral / active EE | $16,253 | $7,111+128.6% | $6,710+142.2% | $5,851+177.8% |
| Admin fee / account holder | $314 | $12,125-97.4% | $10,264-96.9% | $11,599-97.3% |