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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 | $121,083 | $211,224-42.7% | $178,505-32.2% | $145,897-17.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.52% | 30.28%-16.8pp | 27.16%-13.6pp | 552.29%-538.8pp |
| Employer contribution / active EE | $2,554 | $4,577-44.2% | $3,955-35.4% | $4,663-45.2% |
| Participant deferral / active EE | $5,660 | $6,966-18.7% | $6,280-9.9% | $6,689-15.4% |
| Admin fee / account holder | $406 | $12,109-96.6% | $10,428-96.1% | $13,390-97.0% |