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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 | $62,981 | $201,259-68.7% | $184,200-65.8% | $145,959-56.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.16% | 28.98%-14.8pp | 28.80%-14.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $5,929 | $7,018-15.5% | $6,424-7.7% | $4,661+27.2% |
| Participant deferral / active EE | $5,914 | $9,806-39.7% | $9,132-35.2% | $6,689-11.6% |
| Admin fee / account holder | $718 | $16,372-95.6% | $13,907-94.8% | $13,398-94.6% |