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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 | $172,111-47.5% | $150,298-39.9% | $137,256-34.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.19% | 69.37%-50.2pp | 62.79%-43.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $4,719 | $4,636+1.8% | $4,154+13.6% | $4,156+13.6% |
| Participant deferral / active EE | $10,199 | $6,166+65.4% | $5,453+87.0% | $6,407+59.2% |
| Admin fee / account holder | $719 | $16,471-95.6% | $14,116-94.9% | $12,270-94.1% |