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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 | $69,312 | $176,120-60.6% | $159,487-56.5% | $167,553-58.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.46% | 331.95%-317.5pp | 263.71%-249.2pp | 478.89%-464.4pp |
| Employer contribution / active EE | $2,740 | $5,299-48.3% | $4,831-43.3% | $4,840-43.4% |
| Participant deferral / active EE | $12,016 | $7,752+55.0% | $7,354+63.4% | $6,343+89.4% |
| Admin fee / account holder | $6,394 | $12,561-49.1% | $10,804-40.8% | $12,316-48.1% |