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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 | $71,639 | $97,078-26.2% | $103,065-30.5% | $145,897-50.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 15.22% | 25.49%-10.3pp | 23.95%-8.7pp | 552.29%-537.1pp |
| Employer contribution / active EE | $12,497 | $4,680+167.0% | $4,675+167.3% | $4,663+168.0% |
| Participant deferral / active EE | $8,699 | $6,601+31.8% | $6,625+31.3% | $6,689+30.0% |
| Admin fee / account holder | $13,282 | $12,505+6.2% | $9,349+42.1% | $13,390-0.8% |