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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 | $76,835 | $157,304-51.2% | $141,197-45.6% | $152,909-49.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.44% | 64.34%-46.9pp | 71.41%-54.0pp | 345.46%-328.0pp |
| Employer contribution / active EE | $37,744 | $5,263+617.2% | $4,736+696.9% | $4,764+692.3% |
| Participant deferral / active EE | $19,000 | $7,111+167.2% | $6,710+183.1% | $5,851+224.7% |
| Admin fee / account holder | $854 | $12,126-93.0% | $10,265-91.7% | $11,601-92.6% |