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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 | $65,433 | $209,425-68.8% | $178,499-63.3% | $158,966-58.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.09% | 188.80%-175.7pp | 151.10%-138.0pp | 302.95%-289.9pp |
| Employer contribution / active EE | $3,304 | $5,707-42.1% | $5,011-34.1% | $4,762-30.6% |
| Participant deferral / active EE | $3,250 | $5,955-45.4% | $5,202-37.5% | $5,983-45.7% |
| Admin fee / account holder | $4,226 | $17,078-75.3% | $13,986-69.8% | $11,250-62.4% |