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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 | $84,565 | $176,077-52.0% | $159,455-47.0% | $167,518-49.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.76% | 331.83%-315.1pp | 263.63%-246.9pp | 478.71%-461.9pp |
| Employer contribution / active EE | $4,715 | $5,298-11.0% | $4,830-2.4% | $4,838-2.5% |
| Participant deferral / active EE | $11,684 | $7,751+50.7% | $7,353+58.9% | $6,342+84.2% |
| Admin fee / account holder | $2,823 | $12,556-77.5% | $10,800-73.9% | $12,312-77.1% |