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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 | $90,326 | $227,399-60.3% | $189,758-52.4% | $198,609-54.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.19% | 61.03%-41.8pp | 52.62%-33.4pp | 202.70%-183.5pp |
| Employer contribution / active EE | $4,719 | $5,526-14.6% | $4,767-1.0% | $5,055-6.6% |
| Participant deferral / active EE | $10,199 | $6,837+49.2% | $5,856+74.2% | $6,977+46.2% |
| Admin fee / account holder | $719 | $25,162-97.1% | $20,388-96.5% | $19,030-96.2% |