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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 | $95,541 | $162,136-41.1% | $152,301-37.3% | $154,746-38.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 76.14% | 91.02%-14.9pp | 80.50%-4.4pp | 172.34%-96.2pp |
| Employer contribution / active EE | $2,721 | $4,890-44.4% | $4,624-41.2% | $4,379-37.9% |
| Participant deferral / active EE | $7,893 | $8,341-5.4% | $8,004-1.4% | $6,730+17.3% |
| Admin fee / account holder | $1,048 | $15,759-93.3% | $14,398-92.7% | $14,365-92.7% |