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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 | $130,003 | $171,492-24.2% | $150,734-13.8% | $198,609-34.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 17.25% | 804.70%-787.5pp | 600.81%-583.6pp | 202.70%-185.4pp |
| Employer contribution / active EE | $3,206 | $5,470-41.4% | $4,918-34.8% | $5,055-36.6% |
| Participant deferral / active EE | $8,436 | $6,259+34.8% | $5,610+50.4% | $6,977+20.9% |
| Admin fee / account holder | $5,795 | $17,628-67.1% | $14,905-61.1% | $19,030-69.5% |