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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 | $71,397 | $211,239-66.2% | $178,528-60.0% | $145,877-51.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.07% | 30.22%-22.2pp | 27.11%-19.0pp | 551.28%-543.2pp |
| Employer contribution / active EE | $6,093 | $4,570+33.3% | $3,950+54.2% | $4,663+30.7% |
| Participant deferral / active EE | $8,308 | $6,963+19.3% | $6,278+32.3% | $6,691+24.2% |
| Admin fee / account holder | $1,242 | $12,095-89.7% | $10,419-88.1% | $13,402-90.7% |