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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 | $75,870 | $123,155-38.4% | $108,753-30.2% | $155,188-51.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 19.25% | 44.73%-25.5pp | 37.47%-18.2pp | 148.84%-129.6pp |
| Employer contribution / active EE | $6,642 | $2,811+136.3% | $2,427+173.7% | $4,248+56.4% |
| Participant deferral / active EE | $12,583 | $4,623+172.2% | $4,115+205.8% | $6,531+92.7% |
| Admin fee / account holder | $3,144 | $12,126-74.1% | $10,320-69.5% | $14,480-78.3% |