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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 | $67,183 | $157,296-57.3% | $141,191-52.4% | $152,897-56.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.59% | 64.34%-48.7pp | 71.41%-55.8pp | 345.43%-329.8pp |
| Employer contribution / active EE | $3,263 | $5,262-38.0% | $4,736-31.1% | $4,764-31.5% |
| Participant deferral / active EE | $3,039 | $7,111-57.3% | $6,710-54.7% | $5,851-48.1% |
| Admin fee / account holder | $6,411 | $12,125-47.1% | $10,264-37.5% | $11,599-44.7% |