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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 | $87,914 | $183,539-52.1% | $155,556-43.5% | $145,897-39.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.41% | 61.31%-37.9pp | 64.84%-41.4pp | 552.29%-528.9pp |
| Employer contribution / active EE | $4,565 | $5,315-14.1% | $4,675-2.4% | $4,663-2.1% |
| Participant deferral / active EE | $9,386 | $6,467+45.1% | $5,631+66.7% | $6,689+40.3% |
| Admin fee / account holder | $475 | $19,275-97.5% | $15,885-97.0% | $13,390-96.5% |