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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 | $60,094 | $157,304-61.8% | $141,197-57.4% | $152,909-60.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.01% | 64.34%-48.3pp | 71.41%-55.4pp | 345.46%-329.5pp |
| Employer contribution / active EE | $1,400 | $5,263-73.4% | $4,736-70.4% | $4,764-70.6% |
| Participant deferral / active EE | $3,068 | $7,111-56.9% | $6,710-54.3% | $5,851-47.6% |
| Admin fee / account holder | $652 | $12,126-94.6% | $10,265-93.7% | $11,601-94.4% |