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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 | $74,327 | $176,120-57.8% | $159,487-53.4% | $167,553-55.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.11% | 331.95%-313.8pp | 263.71%-245.6pp | 478.89%-460.8pp |
| Employer contribution / active EE | $4,975 | $5,299-6.1% | $4,831+3.0% | $4,840+2.8% |
| Participant deferral / active EE | $18,456 | $7,752+138.1% | $7,354+151.0% | $6,343+191.0% |
| Admin fee / account holder | $2,301 | $12,561-81.7% | $10,804-78.7% | $12,316-81.3% |