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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 | $52,168 | $166,020-68.6% | $164,866-68.4% | $145,959-64.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.18% | 100.08%-88.9pp | 69.97%-58.8pp | 561.95%-550.8pp |
| Employer contribution / active EE | $3,249 | $5,275-38.4% | $4,343-25.2% | $4,661-30.3% |
| Participant deferral / active EE | $3,766 | $6,961-45.9% | $6,033-37.6% | $6,689-43.7% |
| Admin fee / account holder | $1,159 | $16,644-93.0% | $12,689-90.9% | $13,398-91.3% |